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 3-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 | $64,499 | $138,044-53.3% | $125,339-48.5% | $134,475-52.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -15.66% | 750.33%-766.0pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $947 | $5,243-81.9% | $4,814-80.3% | $4,740-80.0% |
| Participant deferral / active EE | $6,547 | $7,799-16.1% | $7,446-12.1% | $6,400+2.3% |
| Admin fee / account holder | $8,601 | $11,571-25.7% | $10,010-14.1% | $11,426-24.7% |