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 | $24,221 | $64,707-62.6% | $112,228-78.4% | $68,494-64.6% |
| Participation rate | 92.2% | 67.2%+25.0pp | 75.1%+17.1pp | 67.9%+24.3pp |
| Annual return | -10.61% | -11.40%+0.8pp | 27.45%-38.1pp | -7.84%-2.8pp |
| Employer contribution / active EE | $456 | $2,746-83.4% | $3,635-87.4% | $2,596-82.4% |
| Participant deferral / active EE | $4,495 | $3,565+26.1% | $4,728-4.9% | $4,027+11.6% |
| Admin fee / account holder | $7,054 | $5,232+34.8% | $6,410+10.0% | $5,403+30.6% |