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 4-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 | $7,708 | $95,561-91.9% | $77,163-90.0% | $139,434-94.5% |
| Participation rate | 77.8% | 73.9%+3.8pp | 69.6%+8.2pp | 80.3%-2.5pp |
| Annual return | 23.28% | 54.92%-31.6pp | 37.87%-14.6pp | 372.94%-349.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,682 | $4,624+1.3% | $3,833+22.1% | $6,710-30.2% |
| Admin fee / account holder | $780 | $8,295-90.6% | $5,472-85.8% | $11,403-93.2% |