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 | $33,779 | $160,055-78.9% | $140,016-75.9% | $135,375-75.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -3.25% | 911.38%-914.6pp | 651.12%-654.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $815 | $6,420-87.3% | $5,606-85.5% | $4,779-82.9% |
| Participant deferral / active EE | $3,438 | $7,642-55.0% | $6,927-50.4% | $5,609-38.7% |
| Admin fee / account holder | $1,973 | $13,328-85.2% | $10,705-81.6% | $10,827-81.8% |