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 8-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 | $68,880 | $64,707+6.4% | $112,228-38.6% | $68,494+0.6% |
| Participation rate | 75.7% | 67.2%+8.5pp | 75.1%+0.6pp | 67.9%+7.8pp |
| Annual return | -13.72% | -11.40%-2.3pp | 27.45%-41.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $513 | $2,746-81.3% | $3,635-85.9% | $2,596-80.2% |
| Participant deferral / active EE | $1,693 | $3,565-52.5% | $4,728-64.2% | $4,027-58.0% |
| Admin fee / account holder | $12,887 | $5,232+146.3% | $6,410+101.0% | $5,403+138.5% |