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 | $91,399 | $70,669+29.3% | $169,368-46.0% | $75,163+21.6% |
| Participation rate | 72.0% | 64.8%+7.2pp | 77.1%-5.1pp | 67.2%+4.8pp |
| Annual return | 22.34% | 36.36%-14.0pp | 405.60%-383.3pp | 160.62%-138.3pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,408 | $4,311-44.1% | $6,221-61.3% | $4,125-41.6% |
| Admin fee / account holder | $7,738 | $5,402+43.2% | $9,003-14.1% | $5,651+36.9% |