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 | $55,829 | $56,199-0.7% | $67,652-17.5% | $59,632-6.4% |
| Participation rate | 88.9% | 71.5%+17.4pp | 75.7%+13.2pp | 68.7%+20.2pp |
| Annual return | -1.26% | 18505.31%-18506.6pp | 6625.04%-6626.3pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,343 | $2,844+17.6% | $3,560-6.1% | $3,192+4.8% |
| Admin fee / account holder | $9,289 | $3,958+134.7% | $4,821+92.7% | $4,297+116.2% |