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 | $53,398 | $154,117-65.4% | $129,995-58.9% | $139,434-61.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 12.97% | 32.48%-19.5pp | -137.18%+150.1pp | 372.94%-360.0pp |
| Employer contribution / active EE | $410 | $5,289-92.3% | $4,320-90.5% | $4,751-91.4% |
| Participant deferral / active EE | $2,076 | $6,710-69.1% | $5,820-64.3% | $6,710-69.1% |
| Admin fee / account holder | $11,047 | $14,007-21.1% | $10,614+4.1% | $11,403-3.1% |