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 | $36,955 | $105,860-65.1% | $90,749-59.3% | $134,475-72.5% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -16.25% | -11.01%-5.2pp | -12.16%-4.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $188 | $3,462-94.6% | $2,921-93.6% | $4,740-96.0% |
| Participant deferral / active EE | $2,390 | $5,216-54.2% | $4,564-47.6% | $6,400-62.7% |
| Admin fee / account holder | $5,434 | $13,938-61.0% | $8,445-35.7% | $11,426-52.4% |