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 | $145,393 | $71,883+102.3% | $86,677+67.7% | $68,494+112.3% |
| Participation rate | 85.1% | 72.2%+12.9pp | 76.6%+8.5pp | 67.9%+17.2pp |
| Annual return | -13.88% | 3.52%-17.4pp | 35.91%-49.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,229 | $3,779+38.4% | $4,656+12.3% | $4,027+29.8% |
| Admin fee / account holder | $25,130 | $6,112+311.2% | $7,493+235.4% | $5,403+365.1% |