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 | $61,902 | $123,793-50.0% | $177,821-65.2% | $79,858-22.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 87.7%-12.7pp | 69.6%+5.4pp |
| Annual return | 20.27% | 22.82%-2.6pp | 48.32%-28.1pp | 31.71%-11.4pp |
| Employer contribution / active EE | $982 | $4,095-76.0% | $5,918-83.4% | $2,471-60.3% |
| Participant deferral / active EE | $3,390 | $5,956-43.1% | $7,714-56.0% | $3,740-9.3% |
| Admin fee / account holder | $1,007 | $7,243-86.1% | $12,427-91.9% | $5,306-81.0% |