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 | $137,908 | $45,863+200.7% | $77,024+79.0% | $68,494+101.3% |
| Participation rate | 89.5% | 55.9%+33.6pp | 67.9%+21.6pp | 67.9%+21.6pp |
| Annual return | 4.05% | 1.72%+2.3pp | 42.32%-38.3pp | -7.84%+11.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,006 | $2,962+69.0% | $4,426+13.1% | $4,027+24.3% |
| Admin fee / account holder | $3,379 | $3,041+11.1% | $5,425-37.7% | $5,403-37.5% |