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 | $34,680 | $135,635-74.4% | $110,238-68.5% | $135,375-74.4% |
| Participation rate | 72.2% | 83.5%-11.2pp | 79.8%-7.6pp | 82.6%-10.4pp |
| Annual return | -8.52% | 513.19%-521.7pp | 314.74%-323.3pp | 519.73%-528.3pp |
| Employer contribution / active EE | $101 | $4,906-97.9% | $3,826-97.4% | $4,779-97.9% |
| Participant deferral / active EE | $1,930 | $5,506-65.0% | $4,672-58.7% | $5,609-65.6% |
| Admin fee / account holder | $524 | $11,457-95.4% | $8,547-93.9% | $10,827-95.2% |