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 5-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 | $11,744 | $54,229-78.3% | $70,092-83.2% | $68,494-82.9% |
| Participation rate | 80.0% | 64.5%+15.5pp | 70.5%+9.5pp | 67.9%+12.1pp |
| Annual return | 295.50% | -13.87%+309.4pp | 190.73%+104.8pp | -7.84%+303.3pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,064 | $2,956+3.6% | $3,849-20.4% | $4,027-23.9% |
| Admin fee / account holder | $632 | $4,694-86.5% | $6,267-89.9% | $5,403-88.3% |