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 | $38,451 | $167,307-77.0% | $143,757-73.3% | $134,475-71.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -18.37% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,103 | $5,619-80.4% | $4,951-77.7% | $4,740-76.7% |
| Participant deferral / active EE | $3,796 | $6,446-41.1% | $5,637-32.7% | $6,400-40.7% |
| Admin fee / account holder | $2,543 | $18,088-85.9% | $14,673-82.7% | $11,426-77.7% |