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 | $98,161 | $180,449-45.6% | $154,107-36.3% | $135,375-27.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -5.77% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,120 | $6,035-81.4% | $5,298-78.9% | $4,779-76.6% |
| Participant deferral / active EE | $3,804 | $5,806-34.5% | $5,081-25.1% | $5,609-32.2% |
| Admin fee / account holder | $7,956 | $16,143-50.7% | $13,411-40.7% | $10,827-26.5% |