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 | $98,925 | $95,803+3.3% | $113,168-12.6% | $84,808+16.6% |
| Participation rate | 78.7% | 72.9%+5.8pp | 76.6%+2.1pp | 68.3%+10.4pp |
| Annual return | 14.87% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $409 | $2,360-82.7% | $2,975-86.2% | $2,631-84.4% |
| Participant deferral / active EE | $3,663 | $4,242-13.7% | $5,107-28.3% | $4,212-13.0% |
| Admin fee / account holder | $1,820 | $8,989-79.8% | $12,068-84.9% | $7,344-75.2% |