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 | $34,413 | $57,354-40.0% | $83,848-59.0% | $64,186-46.4% |
| Participation rate | 89.3% | 68.6%+20.7pp | 76.1%+13.1pp | 69.6%+19.7pp |
| Annual return | -7.20% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $435 | $2,545-82.9% | $3,631-88.0% | $2,381-81.7% |
| Participant deferral / active EE | $1,432 | $2,993-52.2% | $4,082-64.9% | $3,470-58.7% |
| Admin fee / account holder | $4,725 | $4,046+16.8% | $5,478-13.7% | $4,888-3.3% |