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 10-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 | $30,760 | $90,600-66.0% | $79,464-61.3% | $135,375-77.3% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -4.42% | 977.43%-981.9pp | 718.14%-722.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,556 | $4,050-36.9% | $3,704-31.0% | $5,609-54.4% |
| Admin fee / account holder | $933 | $5,907-84.2% | $5,113-81.8% | $10,827-91.4% |