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 | $19,334 | $65,395-70.4% | $182,532-89.4% | $72,985-73.5% |
| Participation rate | 73.3% | 65.4%+7.9pp | 78.0%-4.6pp | 69.5%+3.8pp |
| Annual return | 27.21% | 27.68%-0.5pp | 148.54%-121.3pp | 81.00%-53.8pp |
| Employer contribution / active EE | $49 | $1,911-97.5% | $4,076-98.8% | $2,440-98.0% |
| Participant deferral / active EE | $1,962 | $3,563-44.9% | $5,524-64.5% | $3,607-45.6% |
| Admin fee / account holder | $786 | $4,245-81.5% | $8,592-90.8% | $5,124-84.7% |