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 | $176,225 | $167,484+5.2% | $151,611+16.2% | $134,475+31.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.82% | 7.80%-24.6pp | 3.33%-20.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,080 | $6,829-84.2% | $6,166-82.5% | $4,740-77.2% |
| Participant deferral / active EE | $8,446 | $8,986-6.0% | $8,363+1.0% | $6,400+32.0% |
| Admin fee / account holder | $9,457 | $13,783-31.4% | $11,616-18.6% | $11,426-17.2% |