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 | $108,203 | $140,588-23.0% | $123,104-12.1% | $125,391-13.7% |
| Participation rate | 85.7% | 88.2%-2.5pp | 86.8%-1.1pp | 83.2%+2.5pp |
| Annual return | -1.28% | 16.80%-18.1pp | 13.22%-14.5pp | 282.22%-283.5pp |
| Employer contribution / active EE | $25 | $6,041-99.6% | $5,151-99.5% | $4,866-99.5% |
| Participant deferral / active EE | $2,932 | $6,980-58.0% | $6,230-52.9% | $5,352-45.2% |
| Admin fee / account holder | $8,177 | $11,198-27.0% | $9,015-9.3% | $9,540-14.3% |