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 | $63,125 | $95,803-34.1% | $113,168-44.2% | $84,808-25.6% |
| Participation rate | 92.9% | 72.9%+20.0pp | 76.6%+16.3pp | 68.3%+24.5pp |
| Annual return | 16.59% | 25.00%-8.4pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $357 | $2,360-84.9% | $2,975-88.0% | $2,631-86.4% |
| Participant deferral / active EE | $2,665 | $4,242-37.2% | $5,107-47.8% | $4,212-36.7% |
| Admin fee / account holder | $10,745 | $8,989+19.5% | $12,068-11.0% | $7,344+46.3% |