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 | $78,758 | $82,664-4.7% | $125,339-37.2% | $68,494+15.0% |
| Participation rate | 90.6% | 75.0%+15.6pp | 82.4%+8.3pp | 67.9%+22.7pp |
| Annual return | -11.69% | -5.97%-5.7pp | 572.05%-583.7pp | -7.84%-3.8pp |
| Employer contribution / active EE | $313 | $3,381-90.8% | $4,814-93.5% | $2,596-88.0% |
| Participant deferral / active EE | $3,256 | $6,110-46.7% | $7,446-56.3% | $4,027-19.1% |
| Admin fee / account holder | $38,674 | $6,275+516.3% | $10,010+286.4% | $5,403+615.8% |