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 | $241,032 | $167,484+43.9% | $151,611+59.0% | $134,475+79.2% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -11.73% | 7.80%-19.5pp | 3.33%-15.1pp | 417.96%-429.7pp |
| Employer contribution / active EE | $399 | $6,829-94.2% | $6,166-93.5% | $4,740-91.6% |
| Participant deferral / active EE | $5,592 | $8,986-37.8% | $8,363-33.1% | $6,400-12.6% |
| Admin fee / account holder | $10,148 | $13,783-26.4% | $11,616-12.6% | $11,426-11.2% |