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 | $27,790 | $58,627-52.6% | $76,735-63.8% | $82,448-66.3% |
| Participation rate | 84.2% | 63.2%+21.0pp | 69.5%+14.7pp | 68.1%+16.1pp |
| Annual return | 13.49% | 39.10%-25.6pp | 29.77%-16.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $11 | $1,729-99.4% | $2,454-99.6% | $2,551-99.6% |
| Participant deferral / active EE | $2,543 | $3,134-18.8% | $4,088-37.8% | $4,139-38.6% |
| Admin fee / account holder | $416 | $5,323-92.2% | $7,189-94.2% | $7,234-94.3% |