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 | $29,770 | $90,590-67.1% | $90,782-67.2% | $135,375-78.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -7.73% | -3.40%-4.3pp | -3.42%-4.3pp | 519.73%-527.5pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,030 | $5,407+67.0% | $5,366+68.3% | $5,609+61.0% |
| Admin fee / account holder | $1,484 | $7,683-80.7% | $5,908-74.9% | $10,827-86.3% |