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 | $29,047 | $95,971-69.7% | $74,550-61.0% | $135,375-78.5% |
| Participation rate | 89.5% | 75.7%+13.8pp | 69.1%+20.3pp | 82.6%+6.8pp |
| Annual return | -5.21% | 56.96%-62.2pp | 32.53%-37.7pp | 519.73%-524.9pp |
| Employer contribution / active EE | $286 | $2,716-89.5% | $1,961-85.4% | $4,779-94.0% |
| Participant deferral / active EE | $3,175 | $3,843-17.4% | $3,108+2.1% | $5,609-43.4% |
| Admin fee / account holder | $15,894 | $6,522+143.7% | $5,060+214.1% | $10,827+46.8% |