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 7-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 | $102,982 | $82,664+24.6% | $125,339-17.8% | $68,494+50.4% |
| Participation rate | 81.6% | 75.0%+6.6pp | 82.4%-0.7pp | 67.9%+13.7pp |
| Annual return | 82.53% | -5.97%+88.5pp | 572.05%-489.5pp | -7.84%+90.4pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,586 | $6,110+89.6% | $7,446+55.6% | $4,027+187.7% |
| Admin fee / account holder | $3,583 | $6,275-42.9% | $10,010-64.2% | $5,403-33.7% |