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 6-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 | $30,379 | $69,518-56.3% | $59,878-49.3% | $135,375-77.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.7%+0.3pp | 82.6%-7.6pp |
| Annual return | -2.13% | 7.94%-10.1pp | 3.46%-5.6pp | 519.73%-521.9pp |
| Employer contribution / active EE | -$86 | $3,235-102.6% | $2,722-103.1% | $4,779-101.8% |
| Participant deferral / active EE | $4,726 | $4,206+12.4% | $3,402+38.9% | $5,609-15.7% |
| Admin fee / account holder | $791 | $5,734-86.2% | $3,590-78.0% | $10,827-92.7% |