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 | $45,106 | $113,935-60.4% | $94,224-52.1% | $125,391-64.0% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | 1.64% | 5.29%-3.7pp | 10.68%-9.0pp | 282.22%-280.6pp |
| Employer contribution / active EE | $459 | $4,727-90.3% | $3,587-87.2% | $4,866-90.6% |
| Participant deferral / active EE | $2,292 | $5,179-55.7% | $4,320-46.9% | $5,352-57.2% |
| Admin fee / account holder | $14,076 | $8,391+67.8% | $6,269+124.5% | $9,540+47.5% |