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 | $243,227 | $72,404+235.9% | $110,238+120.6% | $64,186+278.9% |
| Participation rate | 93.5% | 73.3%+20.2pp | 79.8%+13.7pp | 69.6%+24.0pp |
| Annual return | -4.31% | -6.29%+2.0pp | 314.74%-319.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $19,379 | $3,469+458.6% | $4,672+314.8% | $3,470+458.6% |
| Admin fee / account holder | $7,192 | $5,664+27.0% | $8,547-15.9% | $4,888+47.1% |