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 | $36,223 | $56,897-36.3% | $84,750-57.3% | $62,891-42.4% |
| Participation rate | 83.3% | 68.5%+14.8pp | 76.6%+6.7pp | 69.3%+14.0pp |
| Annual return | 5.29% | 6.30%-1.0pp | 22.78%-17.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $444 | $2,400-81.5% | $3,574-87.6% | $2,281-80.5% |
| Participant deferral / active EE | $1,805 | $2,709-33.4% | $3,712-51.4% | $3,203-43.6% |
| Admin fee / account holder | $1,209 | $3,581-66.2% | $5,332-77.3% | $4,296-71.9% |