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 3-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 | $7,305 | $80,717-90.9% | $154,803-95.3% | $84,808-91.4% |
| Participation rate | 83.9% | 66.8%+17.1pp | 78.1%+5.8pp | 68.3%+15.6pp |
| Annual return | 22.23% | 37.96%-15.7pp | 58.88%-36.7pp | 40.90%-18.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,418 | $3,303+3.5% | $5,540-38.3% | $4,212-18.8% |
| Admin fee / account holder | $4,244 | $6,746-37.1% | $14,329-70.4% | $7,344-42.2% |