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 | $18,604 | $100,754-81.5% | $86,677-78.5% | $134,475-86.2% |
| Participation rate | 70.6% | 78.9%-8.3pp | 76.6%-6.0pp | 81.2%-10.6pp |
| Annual return | -4.60% | 29.04%-33.6pp | 35.91%-40.5pp | 417.96%-422.6pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $13,457 | $5,338+152.1% | $4,656+189.0% | $6,400+110.3% |
| Admin fee / account holder | $1,914 | $10,926-82.5% | $7,493-74.5% | $11,426-83.2% |