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 | $45,945 | $67,411-31.8% | $91,001-49.5% | $70,131-34.5% |
| Participation rate | 76.7% | 71.4%+5.3pp | 75.6%+1.1pp | 69.5%+7.1pp |
| Annual return | 13.03% | -40.16%+53.2pp | 4.60%+8.4pp | 73.14%-60.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,020 | $2,823-28.4% | $3,547-43.1% | $3,332-39.4% |
| Admin fee / account holder | $8,564 | $4,236+102.2% | $5,417+58.1% | $4,645+84.3% |