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 | $16,398 | $30,400-46.1% | $53,898-69.6% | $84,808-80.7% |
| Participation rate | 84.8% | 46.4%+38.4pp | 55.0%+29.9pp | 68.3%+16.5pp |
| Annual return | 20.44% | 500.19%-479.7pp | 528.60%-508.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $19 | $603-96.8% | $932-97.9% | $2,631-99.3% |
| Participant deferral / active EE | $3,328 | $1,199+177.7% | $1,826+82.3% | $4,212-21.0% |
| Admin fee / account holder | $1,180 | $1,993-40.8% | $2,491-52.6% | $7,344-83.9% |