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 10-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 | $81,589 | $71,883+13.5% | $86,677-5.9% | $68,494+19.1% |
| Participation rate | 70.0% | 72.2%-2.2pp | 76.6%-6.6pp | 67.9%+2.1pp |
| Annual return | -15.91% | 3.52%-19.4pp | 35.91%-51.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $386 | $2,173-82.2% | $2,836-86.4% | $2,596-85.1% |
| Participant deferral / active EE | $5,151 | $3,779+36.3% | $4,656+10.6% | $4,027+27.9% |
| Admin fee / account holder | $4,541 | $6,112-25.7% | $7,493-39.4% | $5,403-15.9% |