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 | $21,114 | $76,000-72.2% | $154,107-86.3% | $64,186-67.1% |
| Participation rate | 70.5% | 70.4%0pp | 83.0%-12.6pp | 69.6%+0.9pp |
| Annual return | -4.21% | 30.32%-34.5pp | 735.12%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $375 | $3,351-88.8% | $5,298-92.9% | $2,381-84.3% |
| Participant deferral / active EE | $1,791 | $3,175-43.6% | $5,081-64.7% | $3,470-48.4% |
| Admin fee / account holder | $5,829 | $5,596+4.2% | $13,411-56.5% | $4,888+19.2% |