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 | $83,109 | $64,707+28.4% | $112,228-25.9% | $68,494+21.3% |
| Participation rate | 83.9% | 67.2%+16.7pp | 75.1%+8.8pp | 67.9%+16.0pp |
| Annual return | -17.09% | -11.40%-5.7pp | 27.45%-44.5pp | -7.84%-9.2pp |
| Employer contribution / active EE | $674 | $2,746-75.4% | $3,635-81.4% | $2,596-74.0% |
| Participant deferral / active EE | $7,717 | $3,565+116.5% | $4,728+63.2% | $4,027+91.6% |
| Admin fee / account holder | $2,582 | $5,232-50.7% | $6,410-59.7% | $5,403-52.2% |