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 | $73,607 | $105,860-30.5% | $90,749-18.9% | $134,475-45.3% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.7%+16.0pp | 81.2%+10.4pp |
| Annual return | -16.18% | -11.01%-5.2pp | -12.16%-4.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,648 | $5,216-10.9% | $4,564+1.8% | $6,400-27.4% |
| Admin fee / account holder | $5,181 | $13,938-62.8% | $8,445-38.6% | $11,426-54.7% |