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 | $64,665 | $91,019-29.0% | $392,568-83.5% | $72,985-11.4% |
| Participation rate | 78.8% | 74.4%+4.4pp | 78.1%+0.7pp | 69.5%+9.3pp |
| Annual return | 22.34% | 20.00%+2.3pp | 24.42%-2.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $217 | $2,751-92.1% | $3,783-94.3% | $2,440-91.1% |
| Participant deferral / active EE | $2,231 | $4,570-51.2% | $5,985-62.7% | $3,607-38.2% |
| Admin fee / account holder | $1,198 | $4,895-75.5% | $6,260-80.9% | $5,124-76.6% |