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 8-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 | $66,933 | $46,553+43.8% | $64,056+4.5% | $75,163-11.0% |
| Participation rate | 93.1% | 65.9%+27.2pp | 72.3%+20.8pp | 67.2%+25.9pp |
| Annual return | 13.27% | 26.03%-12.8pp | 33.69%-20.4pp | 160.62%-147.4pp |
| Employer contribution / active EE | $198 | $1,974-89.9% | $2,747-92.8% | $2,670-92.6% |
| Participant deferral / active EE | $1,714 | $2,837-39.6% | $3,880-55.8% | $4,125-58.5% |
| Admin fee / account holder | $6,417 | $2,952+117.4% | $3,068+109.1% | $5,651+13.5% |