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 | $66,137 | $62,586+5.7% | $76,768-13.8% | $64,186+3.0% |
| Participation rate | 71.0% | 72.8%-1.8pp | 77.0%-6.0pp | 69.6%+1.4pp |
| Annual return | 4.99% | -1.95%+6.9pp | 2.43%+2.6pp | 7.63%-2.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,536 | $3,145-51.2% | $3,852-60.1% | $3,470-55.7% |
| Admin fee / account holder | $5,515 | $4,667+18.2% | $6,675-17.4% | $4,888+12.8% |