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 | $25,202 | $167,484-85.0% | $151,611-83.4% | $134,475-81.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -2.50% | 7.80%-10.3pp | 3.33%-5.8pp | 417.96%-420.5pp |
| Employer contribution / active EE | $446 | $6,829-93.5% | $6,166-92.8% | $4,740-90.6% |
| Participant deferral / active EE | $7,760 | $8,986-13.6% | $8,363-7.2% | $6,400+21.3% |
| Admin fee / account holder | $2,855 | $13,783-79.3% | $11,616-75.4% | $11,426-75.0% |