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 | $32,666 | $168,632-80.6% | $147,614-77.9% | $125,391-73.9% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -1.14% | 77.65%-78.8pp | 61.98%-63.1pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,052 | $6,252-83.2% | $5,564-81.1% | $4,866-78.4% |
| Participant deferral / active EE | $4,244 | $5,507-22.9% | $4,895-13.3% | $5,352-20.7% |
| Admin fee / account holder | $7,133 | $13,580-47.5% | $11,611-38.6% | $9,540-25.2% |