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 | $133,975 | $165,984-19.3% | $164,813-18.7% | $145,922-8.2% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.6%+5.6pp | 80.3%+3.9pp |
| Annual return | 10.76% | 100.03%-89.3pp | 69.93%-59.2pp | 561.29%-550.5pp |
| Employer contribution / active EE | $497 | $5,273-90.6% | $4,341-88.5% | $4,660-89.3% |
| Participant deferral / active EE | $7,136 | $6,959+2.5% | $6,031+18.3% | $6,688+6.7% |
| Admin fee / account holder | $6,126 | $16,648-63.2% | $12,690-51.7% | $13,397-54.3% |