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 | $131,311 | $109,881+19.5% | $150,045-12.5% | $84,808+54.8% |
| Participation rate | 73.0% | 76.1%-3.1pp | 82.3%-9.3pp | 68.3%+4.7pp |
| Annual return | 16.89% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $645 | $3,561-81.9% | $4,693-86.3% | $2,631-75.5% |
| Participant deferral / active EE | $4,635 | $6,636-30.1% | $7,997-42.0% | $4,212+10.1% |
| Admin fee / account holder | $6,259 | $8,568-27.0% | $13,435-53.4% | $7,344-14.8% |