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 | $104,854 | $167,484-37.4% | $151,611-30.8% | $134,475-22.0% |
| Participation rate | 86.4% | 88.4%-2.0pp | 87.5%-1.1pp | 81.2%+5.1pp |
| Annual return | -14.12% | 7.80%-21.9pp | 3.33%-17.5pp | 417.96%-432.1pp |
| Employer contribution / active EE | $764 | $6,829-88.8% | $6,166-87.6% | $4,740-83.9% |
| Participant deferral / active EE | $9,044 | $8,986+0.7% | $8,363+8.1% | $6,400+41.3% |
| Admin fee / account holder | $8,292 | $13,783-39.8% | $11,616-28.6% | $11,426-27.4% |