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 8-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 | $27,882 | $39,798-29.9% | $67,711-58.8% | $59,632-53.2% |
| Participation rate | 78.4% | 57.4%+21.1pp | 67.5%+10.9pp | 68.7%+9.8pp |
| Annual return | -1.64% | 89.94%-91.6pp | 25.41%-27.0pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,475 | $2,335+48.8% | $3,585-3.1% | $3,192+8.9% |
| Admin fee / account holder | $4,051 | $3,212+26.1% | $4,255-4.8% | $4,297-5.7% |