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 | $54,855 | $147,167-62.7% | $111,392-50.8% | $135,375-59.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 78.9%-3.9pp | 82.6%-7.6pp |
| Annual return | -5.02% | -4.44%-0.6pp | -2.06%-3.0pp | 519.73%-524.7pp |
| Employer contribution / active EE | $150 | $5,204-97.1% | $4,328-96.5% | $4,779-96.9% |
| Participant deferral / active EE | $5,191 | $6,565-20.9% | $5,567-6.8% | $5,609-7.5% |
| Admin fee / account holder | $10,406 | $20,270-48.7% | $12,266-15.2% | $10,827-3.9% |