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 7-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 | $35,101 | $142,344-75.3% | $119,609-70.7% | $134,475-73.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.99% | -12.44%-7.6pp | -14.97%-5.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $307 | $5,222-94.1% | $4,232-92.7% | $4,740-93.5% |
| Participant deferral / active EE | $2,586 | $6,469-60.0% | $5,602-53.8% | $6,400-59.6% |
| Admin fee / account holder | $2,694 | $13,584-80.2% | $10,323-73.9% | $11,426-76.4% |