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 | $50,762 | $78,520-35.4% | $96,576-47.4% | $82,448-38.4% |
| Participation rate | 92.7% | 77.7%+15.0pp | 81.4%+11.2pp | 68.1%+24.6pp |
| Annual return | 19.73% | 41.30%-21.6pp | 38.47%-18.7pp | 41.64%-21.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,266 | $6,754+37.2% | $7,956+16.5% | $4,139+123.8% |
| Admin fee / account holder | $1,511 | $13,455-88.8% | $11,381-86.7% | $7,234-79.1% |