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 | $27,910 | $82,286-66.1% | $68,791-59.4% | $134,475-79.2% |
| Participation rate | 73.7% | 75.1%-1.4pp | 69.0%+4.7pp | 81.2%-7.5pp |
| Annual return | -18.26% | -2.19%-16.1pp | -6.38%-11.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,228 | $4,739+31.4% | $3,941+58.0% | $6,400-2.7% |
| Admin fee / account holder | $3,834 | $6,481-40.8% | $4,932-22.3% | $11,426-66.4% |