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 | $87,964 | $77,523+13.5% | $100,383-12.4% | $80,874+8.8% |
| Participation rate | 78.6% | 77.0%+1.6pp | 81.5%-2.9pp | 67.6%+10.9pp |
| Annual return | 12.80% | 37.21%-24.4pp | 49.26%-36.5pp | 35.62%-22.8pp |
| Employer contribution / active EE | $69 | $2,801-97.5% | $3,944-98.2% | $2,756-97.5% |
| Participant deferral / active EE | $12,124 | $6,822+77.7% | $8,086+49.9% | $4,297+182.2% |
| Admin fee / account holder | $15,758 | $5,899+167.1% | $7,900+99.5% | $6,935+127.2% |