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 | $59,134 | $57,354+3.1% | $83,848-29.5% | $64,186-7.9% |
| Participation rate | 82.4% | 68.6%+13.7pp | 76.1%+6.2pp | 69.6%+12.8pp |
| Annual return | -4.85% | 11.38%-16.2pp | 850.88%-855.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $213 | $2,545-91.6% | $3,631-94.1% | $2,381-91.0% |
| Participant deferral / active EE | $3,298 | $2,993+10.2% | $4,082-19.2% | $3,470-4.9% |
| Admin fee / account holder | $1,458 | $4,046-64.0% | $5,478-73.4% | $4,888-70.2% |