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 | $137,796 | $154,117-10.6% | $129,995+6.0% | $139,434-1.2% |
| Participation rate | 86.4% | 82.0%+4.4pp | 78.5%+7.9pp | 80.3%+6.0pp |
| Annual return | 11.59% | 32.48%-20.9pp | -137.18%+148.8pp | 372.94%-361.4pp |
| Employer contribution / active EE | $1,069 | $5,289-79.8% | $4,320-75.2% | $4,751-77.5% |
| Participant deferral / active EE | $4,969 | $6,710-25.9% | $5,820-14.6% | $6,710-25.9% |
| Admin fee / account holder | $1,027 | $14,007-92.7% | $10,614-90.3% | $11,403-91.0% |