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 | $57,804 | $54,229+6.6% | $70,092-17.5% | $68,494-15.6% |
| Participation rate | 89.2% | 64.5%+24.7pp | 70.5%+18.7pp | 67.9%+21.3pp |
| Annual return | -13.34% | -13.87%+0.5pp | 190.73%-204.1pp | -7.84%-5.5pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,300 | $2,956+79.3% | $3,849+37.7% | $4,027+31.6% |
| Admin fee / account holder | $6,312 | $4,694+34.5% | $6,267+0.7% | $5,403+16.8% |