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 | $103,842 | $82,523+25.8% | $115,752-10.3% | $70,131+48.1% |
| Participation rate | 87.8% | 74.0%+13.8pp | 77.8%+10.0pp | 69.5%+18.2pp |
| Annual return | 21.37% | 28.22%-6.8pp | 19.41%+2.0pp | 73.14%-51.8pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,119 | $4,062+75.2% | $5,204+36.8% | $3,332+113.7% |
| Admin fee / account holder | $4,100 | $4,552-9.9% | $6,278-34.7% | $4,645-11.7% |