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 | $118,949 | $140,588-15.4% | $123,104-3.4% | $125,391-5.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.10% | 16.80%-16.7pp | 13.22%-13.1pp | 282.22%-282.1pp |
| Employer contribution / active EE | $595 | $6,041-90.1% | $5,151-88.4% | $4,866-87.8% |
| Participant deferral / active EE | $3,042 | $6,980-56.4% | $6,230-51.2% | $5,352-43.2% |
| Admin fee / account holder | $3,075 | $11,198-72.5% | $9,015-65.9% | $9,540-67.8% |