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 | $69,717 | $133,958-48.0% | $112,228-37.9% | $134,475-48.2% |
| Participation rate | 81.0% | 78.6%+2.4pp | 75.1%+5.9pp | 81.2%-0.3pp |
| Annual return | -17.50% | 47.11%-64.6pp | 27.45%-45.0pp | 417.96%-435.5pp |
| Employer contribution / active EE | $497 | $4,038-87.7% | $3,635-86.3% | $4,740-89.5% |
| Participant deferral / active EE | $4,373 | $5,291-17.3% | $4,728-7.5% | $6,400-31.7% |
| Admin fee / account holder | $2,417 | $7,489-67.7% | $6,410-62.3% | $11,426-78.8% |