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 | $77,919 | $160,055-51.3% | $140,016-44.4% | $135,375-42.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -6.37% | 911.38%-917.8pp | 651.12%-657.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,041 | $6,420-83.8% | $5,606-81.4% | $4,779-78.2% |
| Participant deferral / active EE | $3,964 | $7,642-48.1% | $6,927-42.8% | $5,609-29.3% |
| Admin fee / account holder | $777 | $13,328-94.2% | $10,705-92.7% | $10,827-92.8% |