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 | $98,463 | $80,717+22.0% | $154,803-36.4% | $84,808+16.1% |
| Participation rate | 81.0% | 66.8%+14.2pp | 78.1%+3.0pp | 68.3%+12.7pp |
| Annual return | 23.06% | 37.96%-14.9pp | 58.88%-35.8pp | 40.90%-17.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,249 | $3,303+89.2% | $5,540+12.8% | $4,212+48.4% |
| Admin fee / account holder | $2,843 | $6,746-57.8% | $14,329-80.2% | $7,344-61.3% |