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 | $44,564 | $57,354-22.3% | $83,848-46.9% | $64,186-30.6% |
| Participation rate | 84.2% | 68.6%+15.6pp | 76.1%+8.1pp | 69.6%+14.6pp |
| Annual return | -6.84% | 11.38%-18.2pp | 850.88%-857.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $305 | $2,545-88.0% | $3,631-91.6% | $2,381-87.2% |
| Participant deferral / active EE | $2,570 | $2,993-14.1% | $4,082-37.0% | $3,470-25.9% |
| Admin fee / account holder | $1,082 | $4,046-73.3% | $5,478-80.3% | $4,888-77.9% |