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 | $47,914 | $50,958-6.0% | $74,550-35.7% | $64,186-25.4% |
| Participation rate | 92.1% | 61.1%+31.0pp | 69.1%+23.0pp | 69.6%+22.5pp |
| Annual return | -4.66% | -1.86%-2.8pp | 32.53%-37.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1 | $1,115-99.9% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,313 | $2,301+43.9% | $3,108+6.6% | $3,470-4.5% |
| Admin fee / account holder | $485 | $4,223-88.5% | $5,060-90.4% | $4,888-90.1% |