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 | $110,225 | $180,449-38.9% | $154,107-28.5% | $135,375-18.6% |
| Participation rate | 95.5% | 87.4%+8.0pp | 83.0%+12.4pp | 82.6%+12.8pp |
| Annual return | -5.49% | 888.09%-893.6pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $16,782 | $5,806+189.0% | $5,081+230.3% | $5,609+199.2% |
| Admin fee / account holder | $2,697 | $16,143-83.3% | $13,411-79.9% | $10,827-75.1% |