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 6-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 | $77,730 | $92,703-16.2% | $82,719-6.0% | $134,475-42.2% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -16.42% | 944.92%-961.3pp | 701.18%-717.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $33 | $3,274-99.0% | $3,009-98.9% | $4,740-99.3% |
| Participant deferral / active EE | $3,440 | $4,802-28.4% | $4,395-21.7% | $6,400-46.3% |
| Admin fee / account holder | $4,380 | $5,983-26.8% | $5,329-17.8% | $11,426-61.7% |