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 | $43,552 | $73,004-40.3% | $90,749-52.0% | $68,494-36.4% |
| Participation rate | 89.7% | 70.8%+18.8pp | 75.7%+14.0pp | 67.9%+21.8pp |
| Annual return | -16.45% | -13.81%-2.6pp | -12.16%-4.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $390 | $2,193-82.2% | $2,921-86.7% | $2,596-85.0% |
| Participant deferral / active EE | $5,277 | $3,627+45.5% | $4,564+15.6% | $4,027+31.0% |
| Admin fee / account holder | $728 | $5,896-87.6% | $8,445-91.4% | $5,403-86.5% |