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 | $59,813 | $52,580+13.8% | $71,671-16.5% | $70,131-14.7% |
| Participation rate | 88.5% | 60.9%+27.6pp | 68.7%+19.7pp | 69.5%+18.9pp |
| Annual return | 22.95% | 20.25%+2.7pp | 20.65%+2.3pp | 73.14%-50.2pp |
| Employer contribution / active EE | $104 | $1,616-93.6% | $2,460-95.8% | $2,342-95.6% |
| Participant deferral / active EE | $1,610 | $2,386-32.5% | $3,438-53.2% | $3,332-51.7% |
| Admin fee / account holder | $971 | $3,653-73.4% | $5,558-82.5% | $4,645-79.1% |