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 | $36,733 | $104,251-64.8% | $91,001-59.6% | $147,584-75.1% |
| Participation rate | 95.8% | 78.2%+17.6pp | 75.6%+20.2pp | 82.8%+13.0pp |
| Annual return | 14.76% | 27.06%-12.3pp | 4.60%+10.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $327 | $3,116-89.5% | $2,456-86.7% | $4,876-93.3% |
| Participant deferral / active EE | $3,596 | $4,195-14.3% | $3,547+1.4% | $5,439-33.9% |
| Admin fee / account holder | $7,722 | $8,948-13.7% | $5,417+42.6% | $10,885-29.1% |