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 | $51,488 | $67,606-23.8% | $82,313-37.4% | $70,131-26.6% |
| Participation rate | 88.3% | 72.8%+15.6pp | 76.9%+11.4pp | 69.5%+18.8pp |
| Annual return | 13.34% | 21.57%-8.2pp | 25.88%-12.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $214 | $1,755-87.8% | $2,428-91.2% | $2,342-90.9% |
| Participant deferral / active EE | $1,943 | $2,987-34.9% | $3,706-47.6% | $3,332-41.7% |
| Admin fee / account holder | $2,728 | $4,512-39.5% | $5,608-51.4% | $4,645-41.3% |