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 | $43,929 | $92,222-52.4% | $76,768-42.8% | $135,375-67.6% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -4.97% | 5.46%-10.4pp | 2.43%-7.4pp | 519.73%-524.7pp |
| Employer contribution / active EE | $495 | $3,216-84.6% | $2,485-80.1% | $4,779-89.6% |
| Participant deferral / active EE | $1,672 | $4,509-62.9% | $3,852-56.6% | $5,609-70.2% |
| Admin fee / account holder | $858 | $10,748-92.0% | $6,675-87.1% | $10,827-92.1% |