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 | $133,585 | $157,256-15.1% | $141,162-5.4% | $152,861-12.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 15.88% | 64.32%-48.4pp | 71.39%-55.5pp | 345.32%-329.4pp |
| Employer contribution / active EE | $281 | $5,261-94.7% | $4,735-94.1% | $4,762-94.1% |
| Participant deferral / active EE | $5,772 | $7,109-18.8% | $6,709-14.0% | $5,850-1.3% |
| Admin fee / account holder | $11,064 | $12,120-8.7% | $10,261+7.8% | $11,596-4.6% |