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 | $53,717 | $167,484-67.9% | $151,611-64.6% | $134,475-60.1% |
| Participation rate | 85.0% | 88.4%-3.4pp | 87.5%-2.5pp | 81.2%+3.8pp |
| Annual return | -16.54% | 7.80%-24.3pp | 3.33%-19.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,358 | $6,829-80.1% | $6,166-78.0% | $4,740-71.4% |
| Participant deferral / active EE | $4,299 | $8,986-52.2% | $8,363-48.6% | $6,400-32.8% |
| Admin fee / account holder | $2,647 | $13,783-80.8% | $11,616-77.2% | $11,426-76.8% |