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 | $96,264 | $81,248+18.5% | $155,509-38.1% | $80,856+19.1% |
| Participation rate | 70.5% | 66.2%+4.2pp | 78.2%-7.7pp | 67.6%+2.8pp |
| Annual return | 11.98% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $272 | $3,100-91.2% | $4,672-94.2% | $2,755-90.1% |
| Participant deferral / active EE | $3,034 | $3,452-12.1% | $5,626-46.1% | $4,296-29.4% |
| Admin fee / account holder | $8,922 | $7,997+11.6% | $15,912-43.9% | $6,918+29.0% |