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 | $41,381 | $72,177-42.7% | $115,037-64.0% | $59,632-30.6% |
| Participation rate | 80.0% | 72.6%+7.4pp | 81.4%-1.4pp | 68.7%+11.3pp |
| Annual return | 1.45% | 12.02%-10.6pp | 26.14%-24.7pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $341 | $2,841-88.0% | $4,608-92.6% | $2,203-84.5% |
| Participant deferral / active EE | $3,789 | $4,783-20.8% | $6,026-37.1% | $3,192+18.7% |
| Admin fee / account holder | $7,455 | $4,927+51.3% | $8,175-8.8% | $4,297+73.5% |