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 | $82,792 | $57,354+44.4% | $83,848-1.3% | $64,186+29.0% |
| Participation rate | 84.8% | 68.6%+16.2pp | 76.1%+8.7pp | 69.6%+15.3pp |
| Annual return | -6.29% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,668 | $2,993+56.0% | $4,082+14.4% | $3,470+34.5% |
| Admin fee / account holder | $1,090 | $4,046-73.0% | $5,478-80.1% | $4,888-77.7% |