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 | $23,134 | $42,894-46.1% | $60,874-62.0% | $68,494-66.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.50% | -13.98%-2.5pp | 16.90%-33.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $6 | $1,978-99.7% | $2,701-99.8% | $2,596-99.8% |
| Participant deferral / active EE | $1,017 | $2,867-64.5% | $3,817-73.3% | $4,027-74.7% |
| Admin fee / account holder | $3,272 | $3,101+5.5% | $3,224+1.5% | $5,403-39.4% |