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 | $37,267 | $73,004-49.0% | $90,749-58.9% | $68,494-45.6% |
| Participation rate | 72.0% | 70.8%+1.2pp | 75.7%-3.7pp | 67.9%+4.1pp |
| Annual return | -15.18% | -13.81%-1.4pp | -12.16%-3.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,504 | $3,627-3.4% | $4,564-23.2% | $4,027-13.0% |
| Admin fee / account holder | $1,298 | $5,896-78.0% | $8,445-84.6% | $5,403-76.0% |