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 | $42,757 | $69,977-38.9% | $108,579-60.6% | $62,891-32.0% |
| Participation rate | 74.6% | 72.9%+1.7pp | 79.6%-4.9pp | 69.3%+5.3pp |
| Annual return | 6.54% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $420 | $2,135-80.3% | $3,758-88.8% | $2,281-81.6% |
| Participant deferral / active EE | $1,452 | $3,165-54.1% | $4,311-66.3% | $3,203-54.7% |
| Admin fee / account holder | $5,477 | $5,076+7.9% | $7,645-28.4% | $4,296+27.5% |