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 | $139,610 | $180,449-22.6% | $154,107-9.4% | $135,375+3.1% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -6.18% | 888.09%-894.3pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,183 | $6,035-80.4% | $5,298-77.7% | $4,779-75.2% |
| Participant deferral / active EE | $2,235 | $5,806-61.5% | $5,081-56.0% | $5,609-60.1% |
| Admin fee / account holder | $12,036 | $16,143-25.4% | $13,411-10.3% | $10,827+11.2% |