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 | $80,509 | $78,422+2.7% | $95,952-16.1% | $79,858+0.8% |
| Participation rate | 73.0% | 73.5%-0.5pp | 77.1%-4.1pp | 69.6%+3.3pp |
| Annual return | 14.63% | 19.37%-4.7pp | 91.61%-77.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $320 | $1,945-83.5% | $2,541-87.4% | $2,471-87.0% |
| Participant deferral / active EE | $4,433 | $3,440+28.9% | $4,167+6.4% | $3,740+18.5% |
| Admin fee / account holder | $5,735 | $5,622+2.0% | $6,795-15.6% | $5,306+8.1% |