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 | $144,746 | $59,107+144.9% | $86,436+67.5% | $68,494+111.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -14.39% | -0.23%-14.2pp | 4394.89%-4409.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,904 | $5,9010% | $6,952-15.1% | $4,027+46.6% |
| Admin fee / account holder | $22,368 | $5,637+296.8% | $6,731+232.3% | $5,403+314.0% |