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 6-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 | $44,792 | $99,640-55.0% | $86,436-48.2% | $134,475-66.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.46% | 6782.58%-6795.0pp | 4394.89%-4407.4pp | 417.96%-430.4pp |
| Employer contribution / active EE | $501 | $4,400-88.6% | $3,769-86.7% | $4,740-89.4% |
| Participant deferral / active EE | $5,596 | $7,246-22.8% | $6,952-19.5% | $6,400-12.6% |
| Admin fee / account holder | $18,835 | $8,371+125.0% | $6,731+179.8% | $11,426+64.8% |