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 | $27,827 | $97,757-71.5% | $83,848-66.8% | $135,375-79.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.50% | 1287.37%-1296.9pp | 850.88%-860.4pp | 519.73%-529.2pp |
| Employer contribution / active EE | $333 | $4,222-92.1% | $3,631-90.8% | $4,779-93.0% |
| Participant deferral / active EE | $1,226 | $4,682-73.8% | $4,082-70.0% | $5,609-78.1% |
| Admin fee / account holder | $1,785 | $6,674-73.3% | $5,478-67.4% | $10,827-83.5% |