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 | $69,266 | $112,881-38.6% | $90,951-23.8% | $158,922-56.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.38% | 215.79%-210.4pp | 134.60%-129.2pp | 302.83%-297.4pp |
| Employer contribution / active EE | $250 | $2,893-91.4% | $2,122-88.2% | $4,761-94.7% |
| Participant deferral / active EE | $3,432 | $4,128-16.9% | $3,373+1.7% | $5,982-42.6% |
| Admin fee / account holder | $1,098 | $8,041-86.3% | $5,959-81.6% | $11,246-90.2% |