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 | $60,335 | $82,664-27.0% | $125,339-51.9% | $68,494-11.9% |
| Participation rate | 74.1% | 75.0%-1.0pp | 82.4%-8.3pp | 67.9%+6.2pp |
| Annual return | -12.25% | -5.97%-6.3pp | 572.05%-584.3pp | -7.84%-4.4pp |
| Employer contribution / active EE | $564 | $3,381-83.3% | $4,814-88.3% | $2,596-78.3% |
| Participant deferral / active EE | $4,151 | $6,110-32.1% | $7,446-44.3% | $4,027+3.1% |
| Admin fee / account holder | $4,123 | $6,275-34.3% | $10,010-58.8% | $5,403-23.7% |