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 | $76,629 | $72,492+5.7% | $87,100-12.0% | $72,985+5.0% |
| Participation rate | 85.1% | 72.8%+12.3pp | 76.9%+8.2pp | 69.5%+15.6pp |
| Annual return | 29.45% | 24.46%+5.0pp | 28.19%+1.3pp | 81.00%-51.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,713 | $3,270+74.7% | $4,049+41.1% | $3,607+58.4% |
| Admin fee / account holder | $5,270 | $5,055+4.3% | $7,497-29.7% | $5,124+2.8% |