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 9-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 | $107,282 | $157,256-31.8% | $141,162-24.0% | $152,861-29.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 26.38% | 64.32%-37.9pp | 71.39%-45.0pp | 345.32%-318.9pp |
| Employer contribution / active EE | $610 | $5,261-88.4% | $4,735-87.1% | $4,762-87.2% |
| Participant deferral / active EE | $3,146 | $7,109-55.7% | $6,709-53.1% | $5,850-46.2% |
| Admin fee / account holder | $21,798 | $12,120+79.8% | $10,261+112.4% | $11,596+88.0% |