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 5-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 | $22,418 | $74,927-70.1% | $101,794-78.0% | $84,808-73.6% |
| Participation rate | 89.3% | 61.4%+27.9pp | 69.2%+20.1pp | 68.3%+21.0pp |
| Annual return | 15.57% | 18.70%-3.1pp | 30.53%-15.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $204 | $1,522-86.6% | $2,289-91.1% | $2,631-92.2% |
| Participant deferral / active EE | $2,338 | $3,099-24.6% | $4,084-42.8% | $4,212-44.5% |
| Admin fee / account holder | $1,454 | $6,514-77.7% | $8,777-83.4% | $7,344-80.2% |