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 10-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 | $30,415 | $167,484-81.8% | $151,611-79.9% | $134,475-77.4% |
| Participation rate | 81.3% | 88.4%-7.1pp | 87.5%-6.2pp | 81.2%0pp |
| Annual return | -13.48% | 7.80%-21.3pp | 3.33%-16.8pp | 417.96%-431.4pp |
| Employer contribution / active EE | $947 | $6,829-86.1% | $6,166-84.6% | $4,740-80.0% |
| Participant deferral / active EE | $3,426 | $8,986-61.9% | $8,363-59.0% | $6,400-46.5% |
| Admin fee / account holder | $17,443 | $13,783+26.6% | $11,616+50.2% | $11,426+52.7% |