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 | $30,370 | $95,971-68.4% | $74,550-59.3% | $135,375-77.6% |
| Participation rate | 86.7% | 75.7%+11.0pp | 69.1%+17.5pp | 82.6%+4.0pp |
| Annual return | -2.26% | 56.96%-59.2pp | 32.53%-34.8pp | 519.73%-522.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $920 | $3,843-76.1% | $3,108-70.4% | $5,609-83.6% |
| Admin fee / account holder | $699 | $6,522-89.3% | $5,060-86.2% | $10,827-93.5% |