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 9-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 | $34,342 | $133,958-74.4% | $112,228-69.4% | $134,475-74.5% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -18.25% | 47.11%-65.4pp | 27.45%-45.7pp | 417.96%-436.2pp |
| Employer contribution / active EE | $587 | $4,038-85.5% | $3,635-83.9% | $4,740-87.6% |
| Participant deferral / active EE | $4,222 | $5,291-20.2% | $4,728-10.7% | $6,400-34.0% |
| Admin fee / account holder | $1,908 | $7,489-74.5% | $6,410-70.2% | $11,426-83.3% |