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 | $34,960 | $104,251-66.5% | $91,001-61.6% | $147,584-76.3% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 17.20% | 27.06%-9.9pp | 4.60%+12.6pp | 578.55%-561.4pp |
| Employer contribution / active EE | $210 | $3,116-93.3% | $2,456-91.5% | $4,876-95.7% |
| Participant deferral / active EE | $2,098 | $4,195-50.0% | $3,547-40.9% | $5,439-61.4% |
| Admin fee / account holder | $517 | $8,948-94.2% | $5,417-90.5% | $10,885-95.3% |