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 | $24,804 | $73,867-66.4% | $143,757-82.7% | $68,494-63.8% |
| Participation rate | 84.2% | 66.7%+17.6pp | 80.3%+3.9pp | 67.9%+16.3pp |
| Annual return | -12.51% | 1.01%-13.5pp | -0.04%-12.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $70 | $3,184-97.8% | $4,951-98.6% | $2,596-97.3% |
| Participant deferral / active EE | $3,159 | $3,384-6.7% | $5,637-44.0% | $4,027-21.6% |
| Admin fee / account holder | $3,817 | $5,755-33.7% | $14,673-74.0% | $5,403-29.3% |