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 4-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 | $25,868 | $54,705-52.7% | $71,209-63.7% | $84,808-69.5% |
| Participation rate | 86.8% | 64.1%+22.8pp | 73.8%+13.1pp | 68.3%+18.5pp |
| Annual return | 19.64% | 35.90%-16.3pp | 282.51%-262.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,391 | $3,030+77.9% | $4,175+29.1% | $4,212+28.0% |
| Admin fee / account holder | $467 | $4,863-90.4% | $5,349-91.3% | $7,344-93.6% |