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 | $184,238 | $82,664+122.9% | $125,339+47.0% | $68,494+169.0% |
| Participation rate | 79.3% | 75.0%+4.2pp | 82.4%-3.1pp | 67.9%+11.4pp |
| Annual return | -17.34% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,240 | $6,110+116.7% | $7,446+77.8% | $4,027+228.8% |
| Admin fee / account holder | $47,211 | $6,275+652.3% | $10,010+371.7% | $5,403+773.8% |