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 | $111,301 | $88,707+25.5% | $74,183+50.0% | $273,961-59.4% |
| Participation rate | 84.2% | 79.4%+4.8pp | 76.6%+7.6pp | 83.0%+1.2pp |
| Annual return | 9.49% | 11.94%-2.5pp | 17.74%-8.2pp | 41.45%-32.0pp |
| Employer contribution / active EE | $431 | $3,159-86.4% | $2,370-81.8% | $4,869-91.1% |
| Participant deferral / active EE | $4,162 | $4,212-1.2% | $3,550+17.3% | $5,287-21.3% |
| Admin fee / account holder | $1,279 | $8,717-85.3% | $5,586-77.1% | $10,132-87.4% |