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 | $81,736 | $76,552+6.8% | $123,892-34.0% | $62,891+30.0% |
| Participation rate | 94.8% | 73.0%+21.8pp | 81.4%+13.4pp | 69.3%+25.5pp |
| Annual return | 7.28% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $369 | $2,883-87.2% | $4,617-92.0% | $2,281-83.8% |
| Participant deferral / active EE | $4,813 | $4,840-0.6% | $5,984-19.6% | $3,203+50.3% |
| Admin fee / account holder | $17,357 | $4,826+259.7% | $8,357+107.7% | $4,296+304.1% |