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 | $67,724 | $127,100-46.7% | $105,738-36.0% | $135,375-50.0% |
| Participation rate | 91.7% | 82.7%+9.0pp | 76.3%+15.3pp | 82.6%+9.0pp |
| Annual return | -6.37% | 4.49%-10.9pp | 6.27%-12.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,875 | $5,064+114.7% | $4,080+166.6% | $5,609+93.9% |
| Admin fee / account holder | $7,486 | $9,087-17.6% | $6,913+8.3% | $10,827-30.9% |