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 | $131,958 | $110,094+19.9% | $151,611-13.0% | $68,494+92.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 87.5%-9.7pp | 67.9%+9.9pp |
| Annual return | -6.87% | -10.12%+3.3pp | 3.33%-10.2pp | -7.84%+1.0pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,466 | $6,527-31.6% | $8,363-46.6% | $4,027+10.9% |
| Admin fee / account holder | $34,281 | $7,719+344.1% | $11,616+195.1% | $5,403+534.5% |