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 9-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 | $46,676 | $54,350-14.1% | $82,719-43.6% | $68,494-31.9% |
| Participation rate | 87.2% | 63.9%+23.3pp | 72.6%+14.7pp | 67.9%+19.3pp |
| Annual return | -8.97% | -13.67%+4.7pp | 701.18%-710.1pp | -7.84%-1.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,275 | $3,246-29.9% | $4,395-48.2% | $4,027-43.5% |
| Admin fee / account holder | $865 | $4,395-80.3% | $5,329-83.8% | $5,403-84.0% |