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 | $17,196 | $76,000-77.4% | $154,107-88.8% | $64,186-73.2% |
| Participation rate | 91.8% | 70.4%+21.4pp | 83.0%+8.8pp | 69.6%+22.3pp |
| Annual return | -0.39% | 30.32%-30.7pp | 735.12%-735.5pp | 7.63%-8.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,455 | $3,175-54.2% | $5,081-71.4% | $3,470-58.1% |
| Admin fee / account holder | $2,353 | $5,596-58.0% | $13,411-82.5% | $4,888-51.9% |