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 | $16,105 | $75,828-78.8% | $147,614-89.1% | $59,632-73.0% |
| Participation rate | 90.9% | 71.6%+19.3pp | 84.6%+6.3pp | 68.7%+22.2pp |
| Annual return | -1.37% | 0.37%-1.7pp | 61.98%-63.4pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,685 | $3,130-14.2% | $4,895-45.1% | $3,192-15.9% |
| Admin fee / account holder | $680 | $5,985-88.6% | $11,611-94.1% | $4,297-84.2% |