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 4-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 | $44,328 | $80,673-45.1% | $101,326-56.3% | $84,808-47.7% |
| Participation rate | 93.3% | 77.8%+15.6pp | 81.5%+11.8pp | 68.3%+25.0pp |
| Annual return | 23.72% | 38.95%-15.2pp | 36.82%-13.1pp | 40.90%-17.2pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,856 | $6,840+87.9% | $7,994+60.8% | $4,212+205.3% |
| Admin fee / account holder | $562 | $12,784-95.6% | $11,185-95.0% | $7,344-92.3% |