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 7-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 | $31,086 | $59,107-47.4% | $86,436-64.0% | $68,494-54.6% |
| Participation rate | 87.9% | 75.2%+12.7pp | 80.3%+7.6pp | 67.9%+20.0pp |
| Annual return | -9.14% | -0.23%-8.9pp | 4394.89%-4404.0pp | -7.84%-1.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,007 | $5,901+86.5% | $6,952+58.3% | $4,027+173.3% |
| Admin fee / account holder | $1,044 | $5,637-81.5% | $6,731-84.5% | $5,403-80.7% |