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 | $73,435 | $57,354+28.0% | $83,848-12.4% | $64,186+14.4% |
| Participation rate | 84.4% | 68.6%+15.8pp | 76.1%+8.2pp | 69.6%+14.8pp |
| Annual return | 5.99% | 11.38%-5.4pp | 850.88%-844.9pp | 7.63%-1.6pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,468 | $2,993-17.5% | $4,082-39.5% | $3,470-28.9% |
| Admin fee / account holder | $345 | $4,046-91.5% | $5,478-93.7% | $4,888-92.9% |