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 | $34,003 | $92,222-63.1% | $76,768-55.7% | $135,375-74.9% |
| Participation rate | 81.8% | 79.8%+2.1pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | 0.89% | 5.46%-4.6pp | 2.43%-1.5pp | 519.73%-518.8pp |
| Employer contribution / active EE | $407 | $3,216-87.3% | $2,485-83.6% | $4,779-91.5% |
| Participant deferral / active EE | $1,906 | $4,509-57.7% | $3,852-50.5% | $5,609-66.0% |
| Admin fee / account holder | $350 | $10,748-96.7% | $6,675-94.8% | $10,827-96.8% |