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 | $63,823 | $76,552-16.6% | $123,892-48.5% | $62,891+1.5% |
| Participation rate | 90.7% | 73.0%+17.7pp | 81.4%+9.3pp | 69.3%+21.4pp |
| Annual return | 9.95% | 18.68%-8.7pp | 47.52%-37.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $2 | $2,883-99.9% | $4,617-99.9% | $2,281-99.9% |
| Participant deferral / active EE | $13,985 | $4,840+189.0% | $5,984+133.7% | $3,203+336.6% |
| Admin fee / account holder | $2,404 | $4,826-50.2% | $8,357-71.2% | $4,296-44.0% |