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 | $122,121 | $76,367+59.9% | $93,606+30.5% | $72,985+67.3% |
| Participation rate | 86.1% | 71.7%+14.4pp | 75.8%+10.3pp | 69.5%+16.6pp |
| Annual return | 30.75% | 25.82%+4.9pp | 32.76%-2.0pp | 81.00%-50.3pp |
| Employer contribution / active EE | $278 | $2,275-87.8% | $2,718-89.8% | $2,440-88.6% |
| Participant deferral / active EE | $2,606 | $3,538-26.3% | $4,069-36.0% | $3,607-27.8% |
| Admin fee / account holder | $2,846 | $6,838-58.4% | $7,888-63.9% | $5,124-44.5% |