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 | $54,106 | $190,805-71.6% | $159,960-66.2% | $134,475-59.8% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -14.95% | 552.23%-567.2pp | 408.60%-423.6pp | 417.96%-432.9pp |
| Employer contribution / active EE | $392 | $4,995-92.2% | $4,226-90.7% | $4,740-91.7% |
| Participant deferral / active EE | $2,305 | $6,923-66.7% | $6,182-62.7% | $6,400-64.0% |
| Admin fee / account holder | $7,418 | $10,471-29.2% | $8,698-14.7% | $11,426-35.1% |