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 | $25,787 | $75,828-66.0% | $147,614-82.5% | $59,632-56.8% |
| Participation rate | 76.5% | 71.6%+4.9pp | 84.6%-8.2pp | 68.7%+7.8pp |
| Annual return | -1.19% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $213 | $3,485-93.9% | $5,564-96.2% | $2,203-90.3% |
| Participant deferral / active EE | $1,513 | $3,130-51.7% | $4,895-69.1% | $3,192-52.6% |
| Admin fee / account holder | $9,500 | $5,985+58.7% | $11,611-18.2% | $4,297+121.1% |