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 | $69,494 | $82,664-15.9% | $125,339-44.6% | $68,494+1.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -15.30% | -5.97%-9.3pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $638 | $3,381-81.1% | $4,814-86.7% | $2,596-75.4% |
| Participant deferral / active EE | $7,777 | $6,110+27.3% | $7,446+4.4% | $4,027+93.1% |
| Admin fee / account holder | $1,490 | $6,275-76.3% | $10,010-85.1% | $5,403-72.4% |