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 7-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 | $32,238 | $100,754-68.0% | $86,677-62.8% | $134,475-76.0% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -17.33% | 29.04%-46.4pp | 35.91%-53.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $492 | $3,489-85.9% | $2,836-82.6% | $4,740-89.6% |
| Participant deferral / active EE | $4,240 | $5,338-20.6% | $4,656-8.9% | $6,400-33.8% |
| Admin fee / account holder | $3,130 | $10,926-71.4% | $7,493-58.2% | $11,426-72.6% |