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 | $114,026 | $43,723+160.8% | $121,196-5.9% | $64,186+77.6% |
| Participation rate | 92.0% | 58.3%+33.7pp | 71.7%+20.3pp | 69.6%+22.4pp |
| Annual return | -6.51% | 68.91%-75.4pp | 16.93%-23.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,465 | $2,280+95.8% | $3,344+33.5% | $3,470+28.7% |
| Admin fee / account holder | $1,594 | $3,501-54.5% | $5,019-68.2% | $4,888-67.4% |