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 | $111,989 | $86,929+28.8% | $102,423+9.3% | $80,856+38.5% |
| Participation rate | 79.4% | 72.4%+7.0pp | 76.5%+2.9pp | 67.6%+11.8pp |
| Annual return | 10.64% | 18.88%-8.2pp | 29.32%-18.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $658 | $2,369-72.2% | $3,023-78.2% | $2,755-76.1% |
| Participant deferral / active EE | $6,951 | $4,118+68.8% | $5,053+37.6% | $4,296+61.8% |
| Admin fee / account holder | $2,341 | $8,049-70.9% | $9,451-75.2% | $6,918-66.2% |