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 | $48,325 | $125,758-61.6% | $169,993-71.6% | $75,163-35.7% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.0%+9.2pp | 67.2%+29.0pp |
| Annual return | 16.36% | 27.20%-10.8pp | 53.37%-37.0pp | 160.62%-144.3pp |
| Employer contribution / active EE | $969 | $4,615-79.0% | $6,785-85.7% | $2,670-63.7% |
| Participant deferral / active EE | $6,435 | $6,837-5.9% | $10,408-38.2% | $4,125+56.0% |
| Admin fee / account holder | $5,494 | $8,173-32.8% | $12,815-57.1% | $5,651-2.8% |