See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,404 | $54,350+77.4% | $82,719+16.5% | $68,494+40.7% |
| Participation rate | 77.8% | 63.9%+13.9pp | 72.6%+5.2pp | 67.9%+9.9pp |
| Annual return | -15.21% | -13.67%-1.5pp | 701.18%-716.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,693 | $3,246+75.4% | $4,395+29.5% | $4,027+41.4% |
| Admin fee / account holder | $15,161 | $4,395+244.9% | $5,329+184.5% | $5,403+180.6% |