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 | $235,566 | $133,958+75.9% | $112,228+109.9% | $134,475+75.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.26% | 47.11%-58.4pp | 27.45%-38.7pp | 417.96%-429.2pp |
| Employer contribution / active EE | $732 | $4,038-81.9% | $3,635-79.9% | $4,740-84.6% |
| Participant deferral / active EE | $2,236 | $5,291-57.7% | $4,728-52.7% | $6,400-65.1% |
| Admin fee / account holder | $136,554 | $7,489+1723.5% | $6,410+2030.3% | $11,426+1095.1% |