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 | $42,496 | $53,596-20.7% | $90,645-53.1% | $64,186-33.8% |
| Participation rate | 77.8% | 64.5%+13.3pp | 74.0%+3.8pp | 69.6%+8.2pp |
| Annual return | -7.44% | 4.41%-11.9pp | 1.88%-9.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $27 | $1,503-98.2% | $2,532-98.9% | $2,381-98.9% |
| Participant deferral / active EE | $1,950 | $2,459-20.7% | $3,425-43.1% | $3,470-43.8% |
| Admin fee / account holder | $1,376 | $3,868-64.4% | $4,994-72.4% | $4,888-71.8% |