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 | $39,265 | $180,449-78.2% | $154,107-74.5% | $135,375-71.0% |
| Participation rate | 90.5% | 87.4%+3.1pp | 83.0%+7.4pp | 82.6%+7.8pp |
| Annual return | -6.35% | 888.09%-894.4pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,162 | $6,035-80.7% | $5,298-78.1% | $4,779-75.7% |
| Participant deferral / active EE | $2,381 | $5,806-59.0% | $5,081-53.1% | $5,609-57.6% |
| Admin fee / account holder | $7,061 | $16,143-56.3% | $13,411-47.3% | $10,827-34.8% |