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 | $13,751 | $49,227-72.1% | $70,449-80.5% | $79,858-82.8% |
| Participation rate | 73.3% | 69.2%+4.2pp | 75.1%-1.7pp | 69.6%+3.7pp |
| Annual return | 14.73% | 30.06%-15.3pp | 109.03%-94.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $328 | $2,099-84.4% | $2,737-88.0% | $2,471-86.7% |
| Participant deferral / active EE | $2,094 | $2,768-24.4% | $3,709-43.5% | $3,740-44.0% |
| Admin fee / account holder | $719 | $2,878-75.0% | $3,845-81.3% | $5,306-86.4% |