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 | $36,116 | $67,331-46.4% | $60,874-40.7% | $134,475-73.1% |
| Participation rate | 88.2% | 76.2%+12.1pp | 73.1%+15.1pp | 81.2%+7.0pp |
| Annual return | -17.26% | 49.93%-67.2pp | 16.90%-34.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,394 | $4,538-25.2% | $3,817-11.1% | $6,400-47.0% |
| Admin fee / account holder | $9,538 | $4,582+108.2% | $3,224+195.8% | $11,426-16.5% |