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 | $85,295 | $54,229+57.3% | $70,092+21.7% | $68,494+24.5% |
| Participation rate | 77.1% | 64.5%+12.7pp | 70.5%+6.7pp | 67.9%+9.3pp |
| Annual return | -8.98% | -13.87%+4.9pp | 190.73%-199.7pp | -7.84%-1.1pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,091 | $2,956+38.4% | $3,849+6.3% | $4,027+1.6% |
| Admin fee / account holder | $454 | $4,694-90.3% | $6,267-92.8% | $5,403-91.6% |