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 | $46,458 | $97,757-52.5% | $83,848-44.6% | $135,375-65.7% |
| Participation rate | 76.9% | 80.0%-3.0pp | 76.1%+0.8pp | 82.6%-5.7pp |
| Annual return | -0.33% | 1287.37%-1287.7pp | 850.88%-851.2pp | 519.73%-520.1pp |
| Employer contribution / active EE | $310 | $4,222-92.7% | $3,631-91.5% | $4,779-93.5% |
| Participant deferral / active EE | $2,274 | $4,682-51.4% | $4,082-44.3% | $5,609-59.5% |
| Admin fee / account holder | $62,203 | $6,674+832.0% | $5,478+1035.5% | $10,827+474.5% |