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 | $179,867 | $95,803+87.7% | $113,168+58.9% | $84,808+112.1% |
| Participation rate | 75.9% | 72.9%+3.0pp | 76.6%-0.7pp | 68.3%+7.6pp |
| Annual return | 13.42% | 25.00%-11.6pp | 24.27%-10.8pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,049 | $4,242-28.1% | $5,107-40.3% | $4,212-27.6% |
| Admin fee / account holder | $5,567 | $8,989-38.1% | $12,068-53.9% | $7,344-24.2% |