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 9-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 | $14,217 | $106,543-86.7% | $91,220-84.4% | $134,475-89.4% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.2%+16.8pp | 81.2%+8.8pp |
| Annual return | -18.51% | 160.60%-179.1pp | 114.01%-132.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,003 | $4,719-15.2% | $4,234-5.5% | $6,400-37.5% |
| Admin fee / account holder | $828 | $6,231-86.7% | $5,420-84.7% | $11,426-92.8% |