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 | $124,734 | $89,753+39.0% | $107,525+16.0% | $84,808+47.1% |
| Participation rate | 75.6% | 68.1%+7.5pp | 75.1%+0.5pp | 68.3%+7.2pp |
| Annual return | 17.42% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $504 | $3,113-83.8% | $3,754-86.6% | $2,631-80.9% |
| Participant deferral / active EE | $4,852 | $4,056+19.6% | $5,116-5.1% | $4,212+15.2% |
| Admin fee / account holder | $2,347 | $7,222-67.5% | $8,919-73.7% | $7,344-68.0% |