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 | $133,520 | $82,664+61.5% | $125,339+6.5% | $68,494+94.9% |
| Participation rate | 74.3% | 75.0%-0.7pp | 82.4%-8.0pp | 67.9%+6.4pp |
| Annual return | -18.92% | -5.97%-12.9pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,214 | $6,110+1.7% | $7,446-16.5% | $4,027+54.3% |
| Admin fee / account holder | $4,945 | $6,275-21.2% | $10,010-50.6% | $5,403-8.5% |