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 | $151,666 | $90,519+67.6% | $93,789+61.7% | $134,475+12.8% |
| Participation rate | 84.6% | 82.0%+2.7pp | 81.0%+3.7pp | 81.2%+3.4pp |
| Annual return | -8.04% | -15.72%+7.7pp | -11.33%+3.3pp | 417.96%-426.0pp |
| Employer contribution / active EE | $983 | $4,343-77.4% | $4,323-77.3% | $4,740-79.3% |
| Participant deferral / active EE | $10,147 | $5,978+69.7% | $6,094+66.5% | $6,400+58.6% |
| Admin fee / account holder | $127,913 | $9,252+1282.5% | $7,195+1677.8% | $11,426+1019.5% |