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 | $58,140 | $89,355-34.9% | $141,162-58.8% | $72,985-20.3% |
| Participation rate | 97.7% | 75.1%+22.6pp | 82.5%+15.3pp | 69.5%+28.2pp |
| Annual return | 21.44% | 111.85%-90.4pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $551 | $3,114-82.3% | $4,735-88.4% | $2,440-77.4% |
| Participant deferral / active EE | $3,561 | $5,418-34.3% | $6,709-46.9% | $3,607-1.3% |
| Admin fee / account holder | $12,735 | $5,958+113.7% | $10,261+24.1% | $5,124+148.5% |