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 5-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 | $46,215 | $71,883-35.7% | $86,677-46.7% | $68,494-32.5% |
| Participation rate | 82.8% | 72.2%+10.6pp | 76.6%+6.2pp | 67.9%+14.9pp |
| Annual return | -16.53% | 3.52%-20.1pp | 35.91%-52.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $331 | $2,173-84.8% | $2,836-88.3% | $2,596-87.3% |
| Participant deferral / active EE | $2,235 | $3,779-40.8% | $4,656-52.0% | $4,027-44.5% |
| Admin fee / account holder | $1,468 | $6,112-76.0% | $7,493-80.4% | $5,403-72.8% |