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 | $89,881 | $147,727-39.2% | $115,756-22.4% | $134,475-33.2% |
| Participation rate | 90.9% | 80.4%+10.5pp | 77.1%+13.8pp | 81.2%+9.7pp |
| Annual return | -19.68% | 73.96%-93.6pp | 143.14%-162.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $21,104 | $7,563+179.0% | $6,254+237.5% | $6,400+229.8% |
| Admin fee / account holder | $9,574 | $14,571-34.3% | $8,124+17.8% | $11,426-16.2% |