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 | $39,145 | $47,479-17.6% | $62,929-37.8% | $82,448-52.5% |
| Participation rate | 73.4% | 66.9%+6.6pp | 73.1%+0.3pp | 68.1%+5.4pp |
| Annual return | 13.38% | 20.34%-7.0pp | 1063.93%-1050.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,734 | $2,870+64.9% | $3,888+21.7% | $4,139+14.4% |
| Admin fee / account holder | $4,056 | $3,804+6.6% | $5,065-19.9% | $7,234-43.9% |