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 | $18,205 | $45,863-60.3% | $77,024-76.4% | $68,494-73.4% |
| Participation rate | 89.1% | 55.9%+33.1pp | 67.9%+21.2pp | 67.9%+21.2pp |
| Annual return | -9.12% | 1.72%-10.8pp | 42.32%-51.4pp | -7.84%-1.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,617 | $2,962-45.4% | $4,426-63.5% | $4,027-59.8% |
| Admin fee / account holder | $1,529 | $3,041-49.7% | $5,425-71.8% | $5,403-71.7% |