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 | $21,343 | $52,519-59.4% | $155,790-86.3% | $59,632-64.2% |
| Participation rate | 83.0% | 61.7%+21.3pp | 76.1%+6.9pp | 68.7%+14.3pp |
| Annual return | -2.10% | 53.51%-55.6pp | 71.54%-73.6pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,458 | $3,084-20.3% | $4,797-48.8% | $3,192-23.0% |
| Admin fee / account holder | $987 | $3,540-72.1% | $7,478-86.8% | $4,297-77.0% |