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 | $32,427 | $67,331-51.8% | $60,874-46.7% | $134,475-75.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.28% | 49.93%-61.2pp | 16.90%-28.2pp | 417.96%-429.2pp |
| Employer contribution / active EE | $49 | $3,096-98.4% | $2,701-98.2% | $4,740-99.0% |
| Participant deferral / active EE | $968 | $4,538-78.7% | $3,817-74.6% | $6,400-84.9% |
| Admin fee / account holder | $2,314 | $4,582-49.5% | $3,224-28.2% | $11,426-79.7% |