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 | $38,112 | $73,933-48.4% | $96,683-60.6% | $75,163-49.3% |
| Participation rate | 73.5% | 66.4%+7.0pp | 74.3%-0.9pp | 67.2%+6.3pp |
| Annual return | 17.08% | 26.70%-9.6pp | 35.69%-18.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $445 | $2,928-84.8% | $3,737-88.1% | $2,670-83.3% |
| Participant deferral / active EE | $2,133 | $3,659-41.7% | $4,878-56.3% | $4,125-48.3% |
| Admin fee / account holder | $500 | $5,216-90.4% | $6,730-92.6% | $5,651-91.1% |