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 | $46,919 | $71,883-34.7% | $86,677-45.9% | $68,494-31.5% |
| Participation rate | 95.7% | 72.2%+23.4pp | 76.6%+19.1pp | 67.9%+27.8pp |
| Annual return | -12.76% | 3.52%-16.3pp | 35.91%-48.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $533 | $2,173-75.5% | $2,836-81.2% | $2,596-79.5% |
| Participant deferral / active EE | $2,628 | $3,779-30.5% | $4,656-43.6% | $4,027-34.7% |
| Admin fee / account holder | $5,580 | $6,112-8.7% | $7,493-25.5% | $5,403+3.3% |