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 | $93,394 | $113,935-18.0% | $94,224-0.9% | $125,391-25.5% |
| Participation rate | 72.7% | 82.9%-10.2pp | 78.8%-6.0pp | 83.2%-10.5pp |
| Annual return | -1.46% | 5.29%-6.8pp | 10.68%-12.1pp | 282.22%-283.7pp |
| Employer contribution / active EE | $604 | $4,727-87.2% | $3,587-83.2% | $4,866-87.6% |
| Participant deferral / active EE | $5,064 | $5,179-2.2% | $4,320+17.2% | $5,352-5.4% |
| Admin fee / account holder | $942 | $8,391-88.8% | $6,269-85.0% | $9,540-90.1% |