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 8-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 | $26,781 | $78,520-65.9% | $96,576-72.3% | $82,448-67.5% |
| Participation rate | 88.2% | 77.7%+10.5pp | 81.4%+6.8pp | 68.1%+20.2pp |
| Annual return | 15.04% | 41.30%-26.3pp | 38.47%-23.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,821 | $6,754+75.0% | $7,956+48.6% | $4,139+185.6% |
| Admin fee / account holder | $9,216 | $13,455-31.5% | $11,381-19.0% | $7,234+27.4% |