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 7-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 | $6,598 | $67,331-90.2% | $60,874-89.2% | $134,475-95.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.47% | 49.93%-65.4pp | 16.90%-32.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $172 | $3,096-94.5% | $2,701-93.6% | $4,740-96.4% |
| Participant deferral / active EE | $2,943 | $4,538-35.2% | $3,817-22.9% | $6,400-54.0% |
| Admin fee / account holder | $1,734 | $4,582-62.2% | $3,224-46.2% | $11,426-84.8% |