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 | $55,038 | $72,404-24.0% | $110,238-50.1% | $64,186-14.3% |
| Participation rate | 83.9% | 73.3%+10.5pp | 79.8%+4.1pp | 69.6%+14.3pp |
| Annual return | -4.65% | -6.29%+1.6pp | 314.74%-319.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,629 | $3,469-53.0% | $4,672-65.1% | $3,470-53.0% |
| Admin fee / account holder | $5,230 | $5,664-7.7% | $8,547-38.8% | $4,888+7.0% |