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 | $33,619 | $54,762-38.6% | $90,281-62.8% | $72,985-53.9% |
| Participation rate | 86.7% | 65.1%+21.5pp | 73.3%+13.4pp | 69.5%+17.2pp |
| Annual return | 21.08% | 30.63%-9.5pp | 78.10%-57.0pp | 81.00%-59.9pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,695 | $2,887-41.3% | $3,885-56.4% | $3,607-53.0% |
| Admin fee / account holder | $355 | $3,972-91.1% | $5,351-93.4% | $5,124-93.1% |