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 | $43,849 | $100,041-56.2% | $149,718-70.7% | $70,131-37.5% |
| Participation rate | 82.1% | 83.6%-1.4pp | 87.1%-4.9pp | 69.5%+12.6pp |
| Annual return | 22.63% | 27.43%-4.8pp | 1501.63%-1479.0pp | 73.14%-50.5pp |
| Employer contribution / active EE | $851 | $3,662-76.8% | $5,445-84.4% | $2,342-63.7% |
| Participant deferral / active EE | $2,454 | $4,983-50.7% | $6,569-62.6% | $3,332-26.3% |
| Admin fee / account holder | $554 | $8,286-93.3% | $11,283-95.1% | $4,645-88.1% |