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 | $34,254 | $77,813-56.0% | $123,544-72.3% | $64,186-46.6% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | -6.46% | 12.48%-18.9pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $150 | $3,014-95.0% | $4,628-96.8% | $2,381-93.7% |
| Participant deferral / active EE | $5,125 | $5,240-2.2% | $6,426-20.2% | $3,470+47.7% |
| Admin fee / account holder | $4,678 | $5,519-15.2% | $9,284-49.6% | $4,888-4.3% |