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 | $104,134 | $131,829-21.0% | $108,579-4.1% | $273,961-62.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.80% | -91.57%+98.4pp | -51.70%+58.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $532 | $4,912-89.2% | $3,758-85.8% | $4,869-89.1% |
| Participant deferral / active EE | $5,435 | $5,127+6.0% | $4,311+26.1% | $5,287+2.8% |
| Admin fee / account holder | $22,009 | $10,252+114.7% | $7,645+187.9% | $10,132+117.2% |