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 | $75,013 | $160,055-53.1% | $140,016-46.4% | $135,375-44.6% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -4.67% | 911.38%-916.1pp | 651.12%-655.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $517 | $6,420-91.9% | $5,606-90.8% | $4,779-89.2% |
| Participant deferral / active EE | $6,715 | $7,642-12.1% | $6,927-3.1% | $5,609+19.7% |
| Admin fee / account holder | $13,912 | $13,328+4.4% | $10,705+30.0% | $10,827+28.5% |