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 | $164,924 | $110,094+49.8% | $151,611+8.8% | $68,494+140.8% |
| Participation rate | 97.0% | 84.0%+13.0pp | 87.5%+9.5pp | 67.9%+29.1pp |
| Annual return | -13.66% | -10.12%-3.5pp | 3.33%-17.0pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,039 | $4,471-76.8% | $6,166-83.1% | $2,596-60.0% |
| Participant deferral / active EE | $7,242 | $6,527+10.9% | $8,363-13.4% | $4,027+79.8% |
| Admin fee / account holder | $4,657 | $7,719-39.7% | $11,616-59.9% | $5,403-13.8% |