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 | $81,673 | $54,726+49.2% | $68,793+18.7% | $64,186+27.2% |
| Participation rate | 77.4% | 68.0%+9.4pp | 72.2%+5.2pp | 69.6%+7.9pp |
| Annual return | -6.54% | -1.62%-4.9pp | -4.63%-1.9pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,580 | $2,626+36.3% | $3,311+8.1% | $3,470+3.2% |
| Admin fee / account holder | $13,069 | $4,027+224.5% | $5,131+154.7% | $4,888+167.4% |