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 | $30,334 | $64,707-53.1% | $112,228-73.0% | $68,494-55.7% |
| Participation rate | 95.9% | 67.2%+28.7pp | 75.1%+20.8pp | 67.9%+28.0pp |
| Annual return | -16.92% | -11.40%-5.5pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $667 | $2,746-75.7% | $3,635-81.6% | $2,596-74.3% |
| Participant deferral / active EE | $4,360 | $3,565+22.3% | $4,728-7.8% | $4,027+8.3% |
| Admin fee / account holder | $4,350 | $5,232-16.9% | $6,410-32.1% | $5,403-19.5% |