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 | $110,835 | $117,859-6.0% | $102,438+8.2% | $145,959-24.1% |
| Participation rate | 82.6% | 78.6%+4.0pp | 76.5%+6.1pp | 80.3%+2.3pp |
| Annual return | 10.62% | 31.72%-21.1pp | 29.37%-18.7pp | 561.95%-551.3pp |
| Employer contribution / active EE | $650 | $3,615-82.0% | $3,024-78.5% | $4,661-86.1% |
| Participant deferral / active EE | $3,122 | $5,732-45.5% | $5,054-38.2% | $6,689-53.3% |
| Admin fee / account holder | $35,857 | $13,318+169.2% | $9,448+279.5% | $13,398+167.6% |