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 | $41,432 | $62,586-33.8% | $76,768-46.0% | $64,186-35.5% |
| Participation rate | 83.6% | 72.8%+10.8pp | 77.0%+6.7pp | 69.6%+14.1pp |
| Annual return | -5.21% | -1.95%-3.3pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $131 | $1,832-92.9% | $2,485-94.7% | $2,381-94.5% |
| Participant deferral / active EE | $2,533 | $3,145-19.4% | $3,852-34.2% | $3,470-27.0% |
| Admin fee / account holder | $1,952 | $4,667-58.2% | $6,675-70.8% | $4,888-60.1% |