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 | $143,088 | $180,449-20.7% | $154,107-7.2% | $135,375+5.7% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -1.41% | 888.09%-889.5pp | 735.12%-736.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $816 | $6,035-86.5% | $5,298-84.6% | $4,779-82.9% |
| Participant deferral / active EE | $2,872 | $5,806-50.5% | $5,081-43.5% | $5,609-48.8% |
| Admin fee / account holder | $5,844 | $16,143-63.8% | $13,411-56.4% | $10,827-46.0% |