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 | $10,918 | $99,640-89.0% | $86,436-87.4% | $134,475-91.9% |
| Participation rate | 90.5% | 82.0%+8.4pp | 80.3%+10.2pp | 81.2%+9.3pp |
| Annual return | -0.91% | 6782.58%-6783.5pp | 4394.89%-4395.8pp | 417.96%-418.9pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,548 | $7,246-23.4% | $6,952-20.2% | $6,400-13.3% |
| Admin fee / account holder | $1,794 | $8,371-78.6% | $6,731-73.3% | $11,426-84.3% |