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 | $69,410 | $127,386-45.5% | $115,037-39.7% | $125,391-44.6% |
| Participation rate | 82.4% | 84.2%-1.8pp | 81.4%+1.0pp | 83.2%-0.8pp |
| Annual return | -0.22% | 31.28%-31.5pp | 26.14%-26.4pp | 282.22%-282.4pp |
| Employer contribution / active EE | $492 | $5,166-90.5% | $4,608-89.3% | $4,866-89.9% |
| Participant deferral / active EE | $9,691 | $6,423+50.9% | $6,026+60.8% | $5,352+81.1% |
| Admin fee / account holder | $1,701 | $9,516-82.1% | $8,175-79.2% | $9,540-82.2% |