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 | $87,197 | $87,841-0.7% | $133,980-34.9% | $62,891+38.6% |
| Participation rate | 90.0% | 83.4%+6.6pp | 87.1%+2.9pp | 69.3%+20.7pp |
| Annual return | 6.77% | 12.05%-5.3pp | 29.30%-22.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $983 | $3,483-71.8% | $5,211-81.1% | $2,281-56.9% |
| Participant deferral / active EE | $2,952 | $4,812-38.6% | $6,282-53.0% | $3,203-7.8% |
| Admin fee / account holder | $4,846 | $5,371-9.8% | $9,324-48.0% | $4,296+12.8% |