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 | $83,380 | $62,586+33.2% | $76,768+8.6% | $64,186+29.9% |
| Participation rate | 84.4% | 72.8%+11.6pp | 77.0%+7.4pp | 69.6%+14.8pp |
| Annual return | -6.70% | -1.95%-4.8pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $376 | $1,832-79.5% | $2,485-84.9% | $2,381-84.2% |
| Participant deferral / active EE | $3,930 | $3,145+25.0% | $3,852+2.0% | $3,470+13.3% |
| Admin fee / account holder | $2,004 | $4,667-57.1% | $6,675-70.0% | $4,888-59.0% |