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 | $173,834 | $82,664+110.3% | $125,339+38.7% | $68,494+153.8% |
| Participation rate | 92.5% | 75.0%+17.5pp | 82.4%+10.1pp | 67.9%+24.6pp |
| Annual return | -13.99% | -5.97%-8.0pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,090 | $6,110+114.2% | $7,446+75.8% | $4,027+225.0% |
| Admin fee / account holder | $16,566 | $6,275+164.0% | $10,010+65.5% | $5,403+206.6% |