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 | $40,650 | $101,724-60.0% | $164,813-75.3% | $80,856-49.7% |
| Participation rate | 78.8% | 71.8%+7.0pp | 78.6%+0.2pp | 67.6%+11.2pp |
| Annual return | 15.00% | 16.72%-1.7pp | 69.93%-54.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $709 | $2,953-76.0% | $4,341-83.7% | $2,755-74.3% |
| Participant deferral / active EE | $2,738 | $4,477-38.9% | $6,031-54.6% | $4,296-36.3% |
| Admin fee / account holder | $2,933 | $8,227-64.4% | $12,690-76.9% | $6,918-57.6% |