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 | $58,561 | $105,860-44.7% | $90,749-35.5% | $134,475-56.5% |
| Participation rate | 86.4% | 78.2%+8.1pp | 75.7%+10.7pp | 81.2%+5.1pp |
| Annual return | -17.51% | -11.01%-6.5pp | -12.16%-5.3pp | 417.96%-435.5pp |
| Employer contribution / active EE | $609 | $3,462-82.4% | $2,921-79.2% | $4,740-87.2% |
| Participant deferral / active EE | $3,044 | $5,216-41.6% | $4,564-33.3% | $6,400-52.4% |
| Admin fee / account holder | $644 | $13,938-95.4% | $8,445-92.4% | $11,426-94.4% |