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 | $93,160 | $59,107+57.6% | $86,436+7.8% | $68,494+36.0% |
| Participation rate | 85.4% | 75.2%+10.2pp | 80.3%+5.1pp | 67.9%+17.5pp |
| Annual return | -14.94% | -0.23%-14.7pp | 4394.89%-4409.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,402 | $5,901-42.3% | $6,952-51.1% | $4,027-15.5% |
| Admin fee / account holder | $11,389 | $5,637+102.1% | $6,731+69.2% | $5,403+110.8% |