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 | $116,423 | $123,793-6.0% | $177,821-34.5% | $79,858+45.8% |
| Participation rate | 78.8% | 84.7%-5.9pp | 87.7%-8.9pp | 69.6%+9.2pp |
| Annual return | 12.70% | 22.82%-10.1pp | 48.32%-35.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $758 | $4,095-81.5% | $5,918-87.2% | $2,471-69.3% |
| Participant deferral / active EE | $6,071 | $5,956+1.9% | $7,714-21.3% | $3,740+62.3% |
| Admin fee / account holder | $4,837 | $7,243-33.2% | $12,427-61.1% | $5,306-8.8% |