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 | $68,980 | $72,404-4.7% | $110,238-37.4% | $64,186+7.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -0.29% | -6.29%+6.0pp | 314.74%-315.0pp | 7.63%-7.9pp |
| Employer contribution / active EE | $7 | $2,282-99.7% | $3,826-99.8% | $2,381-99.7% |
| Participant deferral / active EE | $5,210 | $3,469+50.2% | $4,672+11.5% | $3,470+50.2% |
| Admin fee / account holder | $7,040 | $5,664+24.3% | $8,547-17.6% | $4,888+44.0% |