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 6-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 | $9,228 | $45,863-79.9% | $77,024-88.0% | $68,494-86.5% |
| Participation rate | 91.7% | 55.9%+35.8pp | 67.9%+23.8pp | 67.9%+23.8pp |
| Annual return | 5.16% | 1.72%+3.4pp | 42.32%-37.2pp | -7.84%+13.0pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,815 | $2,962+231.4% | $4,426+121.7% | $4,027+143.7% |
| Admin fee / account holder | $1,176 | $3,041-61.3% | $5,425-78.3% | $5,403-78.2% |