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 | $97,969 | $110,094-11.0% | $151,611-35.4% | $68,494+43.0% |
| Participation rate | 77.3% | 84.0%-6.7pp | 87.5%-10.2pp | 67.9%+9.4pp |
| Annual return | -12.95% | -10.12%-2.8pp | 3.33%-16.3pp | -7.84%-5.1pp |
| Employer contribution / active EE | $680 | $4,471-84.8% | $6,166-89.0% | $2,596-73.8% |
| Participant deferral / active EE | $13,695 | $6,527+109.8% | $8,363+63.7% | $4,027+240.1% |
| Admin fee / account holder | $8,036 | $7,719+4.1% | $11,616-30.8% | $5,403+48.7% |