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 | $2,182 | $29,660-92.6% | $56,411-96.1% | $80,856-97.3% |
| Participation rate | 84.8% | 41.6%+43.1pp | 52.5%+32.3pp | 67.6%+17.1pp |
| Annual return | 65.63% | 35.23%+30.4pp | 1701.33%-1635.7pp | 35.59%+30.0pp |
| Employer contribution / active EE | $55 | $669-91.8% | $1,039-94.7% | $2,755-98.0% |
| Participant deferral / active EE | $1,381 | $1,226+12.6% | $1,952-29.3% | $4,296-67.9% |
| Admin fee / account holder | $637 | $2,428-73.8% | $2,829-77.5% | $6,918-90.8% |