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 7-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 | $34,890 | $53,516-34.8% | $126,539-72.4% | $84,808-58.9% |
| Participation rate | 88.7% | 58.2%+30.5pp | 69.8%+18.9pp | 68.3%+20.4pp |
| Annual return | 19.42% | 58.34%-38.9pp | 425.95%-406.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $24 | $1,535-98.4% | $3,674-99.3% | $2,631-99.1% |
| Participant deferral / active EE | $8,634 | $2,671+223.3% | $4,083+111.5% | $4,212+105.0% |
| Admin fee / account holder | $1,889 | $4,497-58.0% | $6,065-68.8% | $7,344-74.3% |