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 | $53,409 | $95,862-44.3% | $79,550-32.9% | $134,475-60.3% |
| Participation rate | 73.9% | 75.0%-1.1pp | 69.5%+4.4pp | 81.2%-7.3pp |
| Annual return | -16.05% | -2.69%-13.4pp | 0.16%-16.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $357 | $3,128-88.6% | $2,413-85.2% | $4,740-92.5% |
| Participant deferral / active EE | $1,908 | $4,693-59.3% | $3,985-52.1% | $6,400-70.2% |
| Admin fee / account holder | $6,714 | $9,126-26.4% | $6,832-1.7% | $11,426-41.2% |