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 | $38,581 | $82,664-53.3% | $125,339-69.2% | $68,494-43.7% |
| Participation rate | 89.4% | 75.0%+14.4pp | 82.4%+7.0pp | 67.9%+21.5pp |
| Annual return | -15.68% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $455 | $3,381-86.6% | $4,814-90.6% | $2,596-82.5% |
| Participant deferral / active EE | $4,012 | $6,110-34.3% | $7,446-46.1% | $4,027-0.4% |
| Admin fee / account holder | $6,156 | $6,275-1.9% | $10,010-38.5% | $5,403+13.9% |