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 | $29,667 | $97,757-69.7% | $83,848-64.6% | $135,375-78.1% |
| Participation rate | 87.0% | 80.0%+7.0pp | 76.1%+10.8pp | 82.6%+4.3pp |
| Annual return | -6.12% | 1287.37%-1293.5pp | 850.88%-857.0pp | 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 | $5,375 | $4,682+14.8% | $4,082+31.7% | $5,609-4.2% |
| Admin fee / account holder | $644 | $6,674-90.4% | $5,478-88.2% | $10,827-94.1% |