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 | $92,130 | $152,509-39.6% | $117,472-21.6% | $134,475-31.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.93% | 52.99%-69.9pp | 29.74%-46.7pp | 417.96%-434.9pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,114 | $4,818+68.4% | $4,070+99.4% | $6,400+26.8% |
| Admin fee / account holder | $984 | $7,004-86.0% | $5,645-82.6% | $11,426-91.4% |