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 | $26,818 | $56,199-52.3% | $67,652-60.4% | $59,632-55.0% |
| Participation rate | 89.1% | 71.5%+17.7pp | 75.7%+13.5pp | 68.7%+20.5pp |
| Annual return | -0.59% | 18505.31%-18505.9pp | 6625.04%-6625.6pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $266 | $1,614-83.5% | $2,266-88.2% | $2,203-87.9% |
| Participant deferral / active EE | $1,883 | $2,844-33.8% | $3,560-47.1% | $3,192-41.0% |
| Admin fee / account holder | $2,172 | $3,958-45.1% | $4,821-54.9% | $4,297-49.5% |