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 3-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 | $22,296 | $78,520-71.6% | $96,576-76.9% | $82,448-73.0% |
| Participation rate | 86.0% | 77.7%+8.3pp | 81.4%+4.6pp | 68.1%+18.0pp |
| Annual return | 27.35% | 41.30%-14.0pp | 38.47%-11.1pp | 41.64%-14.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,212 | $6,754+6.8% | $7,956-9.4% | $4,139+74.2% |
| Admin fee / account holder | $1,718 | $13,455-87.2% | $11,381-84.9% | $7,234-76.3% |