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 | $44,080 | $76,050-42.0% | $96,544-54.3% | $71,457-38.3% |
| Participation rate | 89.5% | 74.4%+15.1pp | 76.0%+13.5pp | 67.9%+21.6pp |
| Annual return | 14.61% | 22.81%-8.2pp | 25.84%-11.2pp | 28.85%-14.2pp |
| Employer contribution / active EE | $524 | $2,244-76.7% | $2,965-82.3% | $2,588-79.8% |
| Participant deferral / active EE | $2,810 | $4,215-33.3% | $4,851-42.1% | $4,289-34.5% |
| Admin fee / account holder | $7,010 | $2,707+158.9% | $8,252-15.1% | $1,587+341.6% |