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 | $113,185 | $138,044-18.0% | $125,339-9.7% | $134,475-15.8% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -17.41% | 750.33%-767.7pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $61 | $5,243-98.8% | $4,814-98.7% | $4,740-98.7% |
| Participant deferral / active EE | $7,723 | $7,799-1.0% | $7,446+3.7% | $6,400+20.7% |
| Admin fee / account holder | $1,468 | $11,571-87.3% | $10,010-85.3% | $11,426-87.2% |