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 | $90,316 | $160,055-43.6% | $140,016-35.5% | $135,375-33.3% |
| Participation rate | 77.3% | 88.5%-11.2pp | 87.5%-10.2pp | 82.6%-5.4pp |
| Annual return | -4.00% | 911.38%-915.4pp | 651.12%-655.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,936 | $7,642-61.6% | $6,927-57.6% | $5,609-47.6% |
| Admin fee / account holder | $10,233 | $13,328-23.2% | $10,705-4.4% | $10,827-5.5% |