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 | $60,080 | $97,757-38.5% | $83,848-28.3% | $135,375-55.6% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -2.72% | 1287.37%-1290.1pp | 850.88%-853.6pp | 519.73%-522.5pp |
| Employer contribution / active EE | $373 | $4,222-91.2% | $3,631-89.7% | $4,779-92.2% |
| Participant deferral / active EE | $3,441 | $4,682-26.5% | $4,082-15.7% | $5,609-38.7% |
| Admin fee / account holder | $7,171 | $6,674+7.5% | $5,478+30.9% | $10,827-33.8% |