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 | $22,830 | $88,594-74.2% | $70,092-67.4% | $134,475-83.0% |
| Participation rate | 81.3% | 74.9%+6.3pp | 70.5%+10.8pp | 81.2%0pp |
| Annual return | -17.34% | 442.67%-460.0pp | 190.73%-208.1pp | 417.96%-435.3pp |
| Employer contribution / active EE | $128 | $3,233-96.1% | $2,559-95.0% | $4,740-97.3% |
| Participant deferral / active EE | $1,561 | $4,772-67.3% | $3,849-59.4% | $6,400-75.6% |
| Admin fee / account holder | $1,447 | $10,441-86.1% | $6,267-76.9% | $11,426-87.3% |