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 6-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 | $129,353 | $154,117-16.1% | $129,995-0.5% | $139,434-7.2% |
| Participation rate | 73.3% | 82.0%-8.6pp | 78.5%-5.2pp | 80.3%-7.0pp |
| Annual return | 14.80% | 32.48%-17.7pp | -137.18%+152.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,059 | $5,289-80.0% | $4,320-75.5% | $4,751-77.7% |
| Participant deferral / active EE | $1,992 | $6,710-70.3% | $5,820-65.8% | $6,710-70.3% |
| Admin fee / account holder | $726 | $14,007-94.8% | $10,614-93.2% | $11,403-93.6% |