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 8-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 | $179,685 | $93,024+93.2% | $77,024+133.3% | $134,475+33.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.48% | 62.60%-80.1pp | 42.32%-59.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $268 | $3,418-92.2% | $2,812-90.5% | $4,740-94.4% |
| Participant deferral / active EE | $4,383 | $5,238-16.3% | $4,426-1.0% | $6,400-31.5% |
| Admin fee / account holder | $7,819 | $6,944+12.6% | $5,425+44.1% | $11,426-31.6% |