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 | $89,133 | $95,453-6.6% | $112,040-20.4% | $82,448+8.1% |
| Participation rate | 76.4% | 72.8%+3.6pp | 76.5%-0.1pp | 68.1%+8.3pp |
| Annual return | 13.37% | 23.92%-10.5pp | 24.52%-11.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $592 | $2,318-74.5% | $2,954-80.0% | $2,551-76.8% |
| Participant deferral / active EE | $5,305 | $4,224+25.6% | $5,098+4.1% | $4,139+28.2% |
| Admin fee / account holder | $2,413 | $9,013-73.2% | $12,098-80.1% | $7,234-66.6% |