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 | $54,309 | $67,411-19.4% | $91,001-40.3% | $70,131-22.6% |
| Participation rate | 74.2% | 71.4%+2.8pp | 75.6%-1.4pp | 69.5%+4.7pp |
| Annual return | 23.15% | -40.16%+63.3pp | 4.60%+18.6pp | 73.14%-50.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,609 | $2,823-7.6% | $3,547-26.4% | $3,332-21.7% |
| Admin fee / account holder | $4,815 | $4,236+13.7% | $5,417-11.1% | $4,645+3.6% |