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 | $20,683 | $48,076-57.0% | $78,689-73.7% | $62,891-67.1% |
| Participation rate | 78.5% | 65.2%+13.3pp | 73.6%+4.9pp | 69.3%+9.2pp |
| Annual return | 9.39% | 31.35%-22.0pp | 62.18%-52.8pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,379 | $2,588-46.7% | $3,517-60.8% | $3,203-56.9% |
| Admin fee / account holder | $678 | $3,207-78.8% | $4,510-85.0% | $4,296-84.2% |