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 8-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 | $3,100 | $29,319-89.4% | $52,425-94.1% | $82,448-96.2% |
| Participation rate | 93.3% | 46.9%+46.5pp | 55.6%+37.7pp | 68.1%+25.3pp |
| Annual return | 16.12% | 535.20%-519.1pp | 302.12%-286.0pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,041 | $1,171-11.1% | $1,790-41.9% | $4,139-74.9% |
| Admin fee / account holder | $704 | $1,962-64.1% | $2,495-71.8% | $7,234-90.3% |