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 | $106,954 | $84,487+26.6% | $125,339-14.7% | $66,914+59.8% |
| Participation rate | 76.5% | 76.4%+0.1pp | 82.4%-5.8pp | 69.8%+6.7pp |
| Annual return | -17.45% | -8.39%-9.1pp | 572.05%-589.5pp | 1.58%-19.0pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $11,189 | $6,781+65.0% | $7,446+50.3% | $4,237+164.1% |
| Admin fee / account holder | $327 | $685-52.3% | $10,010-96.7% | $593-44.9% |