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 | $65,023 | $57,354+13.4% | $83,848-22.5% | $64,186+1.3% |
| Participation rate | 70.4% | 68.6%+1.8pp | 76.1%-5.8pp | 69.6%+0.8pp |
| Annual return | -6.07% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $388 | $2,545-84.8% | $3,631-89.3% | $2,381-83.7% |
| Participant deferral / active EE | $3,051 | $2,993+1.9% | $4,082-25.3% | $3,470-12.1% |
| Admin fee / account holder | $5,465 | $4,046+35.1% | $5,478-0.2% | $4,888+11.8% |