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 | $67,443 | $74,927-10.0% | $101,794-33.7% | $84,808-20.5% |
| Participation rate | 74.7% | 61.4%+13.3pp | 69.2%+5.5pp | 68.3%+6.4pp |
| Annual return | 14.56% | 18.70%-4.1pp | 30.53%-16.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $271 | $1,522-82.2% | $2,289-88.2% | $2,631-89.7% |
| Participant deferral / active EE | $3,873 | $3,099+25.0% | $4,084-5.2% | $4,212-8.0% |
| Admin fee / account holder | $3,571 | $6,514-45.2% | $8,777-59.3% | $7,344-51.4% |