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 | $174,181 | $82,664+110.7% | $125,339+39.0% | $68,494+154.3% |
| Participation rate | 84.0% | 75.0%+9.0pp | 82.4%+1.6pp | 67.9%+16.1pp |
| Annual return | -14.03% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,392 | $6,110+21.0% | $7,446-0.7% | $4,027+83.6% |
| Admin fee / account holder | $9,391 | $6,275+49.6% | $10,010-6.2% | $5,403+73.8% |