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 | $86,397 | $68,547+26.0% | $120,354-28.2% | $80,856+6.9% |
| Participation rate | 74.2% | 61.6%+12.6pp | 71.9%+2.2pp | 67.6%+6.5pp |
| Annual return | 14.54% | 23.60%-9.1pp | 107.15%-92.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $5 | $2,051-99.8% | $3,463-99.9% | $2,755-99.8% |
| Participant deferral / active EE | $3,439 | $3,173+8.4% | $4,991-31.1% | $4,296-19.9% |
| Admin fee / account holder | $3,214 | $5,732-43.9% | $9,423-65.9% | $6,918-53.5% |