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 | $54,056 | $58,828-8.1% | $77,999-30.7% | $62,891-14.0% |
| Participation rate | 71.7% | 71.1%+0.7pp | 75.5%-3.8pp | 69.3%+2.4pp |
| Annual return | 6.78% | 17.16%-10.4pp | 425.96%-419.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $251 | $1,672-85.0% | $2,470-89.8% | $2,281-89.0% |
| Participant deferral / active EE | $1,775 | $2,686-33.9% | $3,497-49.2% | $3,203-44.6% |
| Admin fee / account holder | $2,542 | $4,393-42.1% | $5,480-53.6% | $4,296-40.8% |