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 7-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 | $153,297 | $167,484-8.5% | $151,611+1.1% | $134,475+14.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.12% | 7.80%-24.9pp | 3.33%-20.4pp | 417.96%-435.1pp |
| Employer contribution / active EE | $417 | $6,829-93.9% | $6,166-93.2% | $4,740-91.2% |
| Participant deferral / active EE | $11,244 | $8,986+25.1% | $8,363+34.4% | $6,400+75.7% |
| Admin fee / account holder | $917 | $13,783-93.3% | $11,616-92.1% | $11,426-92.0% |