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 | $27,663 | $72,404-61.8% | $110,238-74.9% | $64,186-56.9% |
| Participation rate | 77.1% | 73.3%+3.8pp | 79.8%-2.7pp | 69.6%+7.6pp |
| Annual return | -4.09% | -6.29%+2.2pp | 314.74%-318.8pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,171 | $3,469-37.4% | $4,672-53.5% | $3,470-37.4% |
| Admin fee / account holder | $773 | $5,664-86.4% | $8,547-91.0% | $4,888-84.2% |