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 | $41,876 | $140,588-70.2% | $123,104-66.0% | $125,391-66.6% |
| Participation rate | 84.6% | 88.2%-3.6pp | 86.8%-2.2pp | 83.2%+1.4pp |
| Annual return | -1.89% | 16.80%-18.7pp | 13.22%-15.1pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,192 | $6,041-80.3% | $5,151-76.9% | $4,866-75.5% |
| Participant deferral / active EE | $3,139 | $6,980-55.0% | $6,230-49.6% | $5,352-41.3% |
| Admin fee / account holder | $2,773 | $11,198-75.2% | $9,015-69.2% | $9,540-70.9% |