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 | $53,309 | $72,277-26.2% | $101,248-47.3% | $79,858-33.2% |
| Participation rate | 93.3% | 68.5%+24.9pp | 75.8%+17.5pp | 69.6%+23.7pp |
| Annual return | 32.87% | 22.30%+10.6pp | 46.47%-13.6pp | 31.71%+1.2pp |
| Employer contribution / active EE | $210 | $2,692-92.2% | $3,660-94.3% | $2,471-91.5% |
| Participant deferral / active EE | $2,665 | $3,282-18.8% | $4,370-39.0% | $3,740-28.7% |
| Admin fee / account holder | $1,416 | $4,400-67.8% | $5,945-76.2% | $5,306-73.3% |