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 | $31,760 | $81,248-60.9% | $155,509-79.6% | $80,856-60.7% |
| Participation rate | 77.3% | 66.2%+11.0pp | 78.2%-0.9pp | 67.6%+9.6pp |
| Annual return | 13.36% | 33.31%-19.9pp | 64.67%-51.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $246 | $3,100-92.1% | $4,672-94.7% | $2,755-91.1% |
| Participant deferral / active EE | $4,750 | $3,452+37.6% | $5,626-15.6% | $4,296+10.6% |
| Admin fee / account holder | $5,013 | $7,997-37.3% | $15,912-68.5% | $6,918-27.5% |