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 | $41,870 | $95,803-56.3% | $113,168-63.0% | $84,808-50.6% |
| Participation rate | 74.2% | 72.9%+1.4pp | 76.6%-2.3pp | 68.3%+5.9pp |
| Annual return | 13.39% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $397 | $2,360-83.2% | $2,975-86.6% | $2,631-84.9% |
| Participant deferral / active EE | $3,179 | $4,242-25.1% | $5,107-37.8% | $4,212-24.5% |
| Admin fee / account holder | $1,886 | $8,989-79.0% | $12,068-84.4% | $7,344-74.3% |