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 | $65,982 | $135,635-51.4% | $110,238-40.1% | $135,375-51.3% |
| Participation rate | 76.5% | 83.5%-7.0pp | 79.8%-3.3pp | 82.6%-6.2pp |
| Annual return | -6.12% | 513.19%-519.3pp | 314.74%-320.9pp | 519.73%-525.9pp |
| Employer contribution / active EE | $746 | $4,906-84.8% | $3,826-80.5% | $4,779-84.4% |
| Participant deferral / active EE | $2,450 | $5,506-55.5% | $4,672-47.6% | $5,609-56.3% |
| Admin fee / account holder | $1,152 | $11,457-89.9% | $8,547-86.5% | $10,827-89.4% |