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 | $76,677 | $72,404+5.9% | $110,238-30.4% | $64,186+19.5% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+13.9pp | 69.6%+24.2pp |
| Annual return | 0.43% | -6.29%+6.7pp | 314.74%-314.3pp | 7.63%-7.2pp |
| Employer contribution / active EE | $332 | $2,282-85.4% | $3,826-91.3% | $2,381-86.1% |
| Participant deferral / active EE | $1,587 | $3,469-54.3% | $4,672-66.0% | $3,470-54.3% |
| Admin fee / account holder | $965 | $5,664-83.0% | $8,547-88.7% | $4,888-80.3% |