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 | $35,779 | $45,035-20.6% | $62,995-43.2% | $70,131-49.0% |
| Participation rate | 78.0% | 69.5%+8.5pp | 74.8%+3.2pp | 69.5%+8.5pp |
| Annual return | 11.81% | 18.76%-6.9pp | 87.57%-75.8pp | 73.14%-61.3pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,958 | $2,465+60.6% | $3,329+18.9% | $3,332+18.8% |
| Admin fee / account holder | $776 | $2,834-72.6% | $3,600-78.4% | $4,645-83.3% |