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 | $53,430 | $48,795+9.5% | $65,493-18.4% | $84,808-37.0% |
| Participation rate | 81.4% | 67.0%+14.4pp | 73.1%+8.3pp | 68.3%+13.0pp |
| Annual return | 16.43% | 20.20%-3.8pp | 982.45%-966.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,415 | $2,928+84.9% | $3,961+36.7% | $4,212+28.6% |
| Admin fee / account holder | $4,570 | $3,877+17.9% | $5,028-9.1% | $7,344-37.8% |