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 | $26,429 | $81,900-67.7% | $119,609-77.9% | $68,494-61.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.60% | -23.82%+6.2pp | -14.97%-2.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $256 | $2,693-90.5% | $4,232-94.0% | $2,596-90.1% |
| Participant deferral / active EE | $2,144 | $4,148-48.3% | $5,602-61.7% | $4,027-46.8% |
| Admin fee / account holder | $1,418 | $6,582-78.5% | $10,323-86.3% | $5,403-73.8% |