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 | $21,254 | $59,107-64.0% | $86,436-75.4% | $68,494-69.0% |
| Participation rate | 73.3% | 75.2%-1.9pp | 80.3%-7.0pp | 67.9%+5.4pp |
| Annual return | -15.44% | -0.23%-15.2pp | 4394.89%-4410.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,899 | $5,901-17.0% | $6,952-29.5% | $4,027+21.6% |
| Admin fee / account holder | $6,917 | $5,637+22.7% | $6,731+2.8% | $5,403+28.0% |