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 | $211,422 | $105,860+99.7% | $90,749+133.0% | $134,475+57.2% |
| Participation rate | 70.0% | 78.2%-8.2pp | 75.7%-5.7pp | 81.2%-11.2pp |
| Annual return | -15.49% | -11.01%-4.5pp | -12.16%-3.3pp | 417.96%-433.5pp |
| Employer contribution / active EE | $327 | $3,462-90.6% | $2,921-88.8% | $4,740-93.1% |
| Participant deferral / active EE | $2,830 | $5,216-45.7% | $4,564-38.0% | $6,400-55.8% |
| Admin fee / account holder | $2,080 | $13,938-85.1% | $8,445-75.4% | $11,426-81.8% |