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 | $117,945 | $49,177+139.8% | $79,464+48.4% | $64,186+83.8% |
| Participation rate | 75.9% | 65.0%+10.8pp | 73.3%+2.5pp | 69.6%+6.3pp |
| Annual return | -6.96% | -1.16%-5.8pp | 718.14%-725.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,445 | $2,821+93.0% | $3,704+47.0% | $3,470+56.9% |
| Admin fee / account holder | $2,655 | $3,839-30.8% | $5,113-48.1% | $4,888-45.7% |