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 | $104,633 | $58,577+78.6% | $83,333+25.6% | $64,186+63.0% |
| Participation rate | 71.1% | 72.0%-0.9pp | 77.8%-6.6pp | 69.6%+1.5pp |
| Annual return | -7.18% | 9.65%-16.8pp | 10.63%-17.8pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,399 | $4,654-48.5% | $5,565-56.9% | $3,470-30.9% |
| Admin fee / account holder | $6,995 | $9,275-24.6% | $7,510-6.9% | $4,888+43.1% |