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 | $55,076 | $98,750-44.2% | $149,696-63.2% | $79,858-31.0% |
| Participation rate | 75.3% | 75.8%-0.4pp | 82.5%-7.2pp | 69.6%+5.7pp |
| Annual return | 18.08% | 27.43%-9.3pp | 276.60%-258.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,856 | $5,680-32.1% | $6,842-43.6% | $3,740+3.1% |
| Admin fee / account holder | $612 | $6,053-89.9% | $9,309-93.4% | $5,306-88.5% |