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 | $156,834 | $94,625+65.7% | $116,228+34.9% | $84,808+84.9% |
| Participation rate | 70.0% | 70.4%-0.4pp | 74.6%-4.6pp | 68.3%+1.7pp |
| Annual return | 15.90% | 20.40%-4.5pp | 90.06%-74.2pp | 40.90%-25.0pp |
| Employer contribution / active EE | $596 | $2,347-74.6% | $2,994-80.1% | $2,631-77.4% |
| Participant deferral / active EE | $6,677 | $3,972+68.1% | $4,953+34.8% | $4,212+58.5% |
| Admin fee / account holder | $792 | $10,091-92.2% | $11,989-93.4% | $7,344-89.2% |