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 | $82,131 | $86,699-5.3% | $73,307+12.0% | $125,391-34.5% |
| Participation rate | 78.3% | 78.6%-0.4pp | 74.9%+3.3pp | 83.2%-4.9pp |
| Annual return | 1.25% | 2.78%-1.5pp | 5.67%-4.4pp | 282.22%-281.0pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,402 | $5,550+51.4% | $4,991+68.3% | $5,352+57.0% |
| Admin fee / account holder | $5,372 | $7,771-30.9% | $5,637-4.7% | $9,540-43.7% |