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 | $38,514 | $97,757-60.6% | $83,848-54.1% | $135,375-71.6% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -3.58% | 1287.37%-1290.9pp | 850.88%-854.5pp | 519.73%-523.3pp |
| Employer contribution / active EE | $234 | $4,222-94.5% | $3,631-93.6% | $4,779-95.1% |
| Participant deferral / active EE | $2,274 | $4,682-51.4% | $4,082-44.3% | $5,609-59.5% |
| Admin fee / account holder | $23,179 | $6,674+247.3% | $5,478+323.1% | $10,827+114.1% |