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 10-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 | $6,911 | $67,331-89.7% | $60,874-88.6% | $134,475-94.9% |
| Participation rate | 95.5% | 76.2%+19.3pp | 73.1%+22.3pp | 81.2%+14.2pp |
| Annual return | -19.33% | 49.93%-69.3pp | 16.90%-36.2pp | 417.96%-437.3pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,320 | $4,538-70.9% | $3,817-65.4% | $6,400-79.4% |
| Admin fee / account holder | $730 | $4,582-84.1% | $3,224-77.4% | $11,426-93.6% |