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 8-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 | $172,606 | $94,529+82.6% | $140,016+23.3% | $64,186+168.9% |
| Participation rate | 92.6% | 84.1%+8.5pp | 87.5%+5.1pp | 69.6%+23.0pp |
| Annual return | -5.20% | 7.77%-13.0pp | 651.12%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $796 | $3,812-79.1% | $5,606-85.8% | $2,381-66.5% |
| Participant deferral / active EE | $6,996 | $5,250+33.3% | $6,927+1.0% | $3,470+101.6% |
| Admin fee / account holder | $1,893 | $6,741-71.9% | $10,705-82.3% | $4,888-61.3% |