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 | $124,676 | $72,404+72.2% | $110,238+13.1% | $64,186+94.2% |
| Participation rate | 89.4% | 73.3%+16.1pp | 79.8%+9.6pp | 69.6%+19.8pp |
| Annual return | -6.32% | -6.29%0pp | 314.74%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,356 | $3,469+169.7% | $4,672+100.3% | $3,470+169.7% |
| Admin fee / account holder | $2,487 | $5,664-56.1% | $8,547-70.9% | $4,888-49.1% |