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 | $164,077 | $97,757+67.8% | $83,848+95.7% | $135,375+21.2% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -6.03% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,214 | $4,682-10.0% | $4,082+3.2% | $5,609-24.9% |
| Admin fee / account holder | $43,318 | $6,674+549.1% | $5,478+690.7% | $10,827+300.1% |