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 | $91,630 | $69,977+30.9% | $108,579-15.6% | $62,891+45.7% |
| Participation rate | 73.2% | 72.9%+0.3pp | 79.6%-6.3pp | 69.3%+3.9pp |
| Annual return | 6.72% | 10.73%-4.0pp | -51.70%+58.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $433 | $2,135-79.7% | $3,758-88.5% | $2,281-81.0% |
| Participant deferral / active EE | $3,079 | $3,165-2.7% | $4,311-28.6% | $3,203-3.9% |
| Admin fee / account holder | $5,451 | $5,076+7.4% | $7,645-28.7% | $4,296+26.9% |