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 | $53,362 | $93,571-43.0% | $135,903-60.7% | $75,163-29.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.08% | 30.90%-11.8pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $773 | $3,537-78.1% | $4,856-84.1% | $2,670-71.1% |
| Participant deferral / active EE | $9,567 | $6,404+49.4% | $7,758+23.3% | $4,125+131.9% |
| Admin fee / account holder | $6,998 | $6,975+0.3% | $10,762-35.0% | $5,651+23.8% |