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 | $207,305 | $142,344+45.6% | $119,609+73.3% | $134,475+54.2% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -18.89% | -12.44%-6.4pp | -14.97%-3.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $785 | $5,222-85.0% | $4,232-81.5% | $4,740-83.4% |
| Participant deferral / active EE | $3,767 | $6,469-41.8% | $5,602-32.8% | $6,400-41.1% |
| Admin fee / account holder | $1,146 | $13,584-91.6% | $10,323-88.9% | $11,426-90.0% |