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 | $123,708 | $138,044-10.4% | $125,339-1.3% | $134,475-8.0% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -3.14% | 750.33%-753.5pp | 572.05%-575.2pp | 417.96%-421.1pp |
| Employer contribution / active EE | $222 | $5,243-95.8% | $4,814-95.4% | $4,740-95.3% |
| Participant deferral / active EE | $8,675 | $7,799+11.2% | $7,446+16.5% | $6,400+35.6% |
| Admin fee / account holder | $31,990 | $11,571+176.5% | $10,010+219.6% | $11,426+180.0% |