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 | $33,345 | $99,640-66.5% | $86,436-61.4% | $134,475-75.2% |
| Participation rate | 76.5% | 82.0%-5.6pp | 80.3%-3.9pp | 81.2%-4.8pp |
| Annual return | -16.61% | 6782.58%-6799.2pp | 4394.89%-4411.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,152 | $7,246-28.9% | $6,952-25.9% | $6,400-19.5% |
| Admin fee / account holder | $3,092 | $8,371-63.1% | $6,731-54.1% | $11,426-72.9% |