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 | $41,712 | $93,571-55.4% | $135,903-69.3% | $75,163-44.5% |
| Participation rate | 87.9% | 75.2%+12.8pp | 81.9%+6.0pp | 67.2%+20.7pp |
| Annual return | 15.38% | 30.90%-15.5pp | 68.23%-52.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $489 | $3,537-86.2% | $4,856-89.9% | $2,670-81.7% |
| Participant deferral / active EE | $3,821 | $6,404-40.3% | $7,758-50.8% | $4,125-7.4% |
| Admin fee / account holder | $2,530 | $6,975-63.7% | $10,762-76.5% | $5,651-55.2% |