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 | $59,335 | $125,758-52.8% | $169,993-65.1% | $75,163-21.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.35% | 27.20%-8.8pp | 53.37%-35.0pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,379 | $4,615-70.1% | $6,785-79.7% | $2,670-48.3% |
| Participant deferral / active EE | $9,681 | $6,837+41.6% | $10,408-7.0% | $4,125+134.7% |
| Admin fee / account holder | $1,065 | $8,173-87.0% | $12,815-91.7% | $5,651-81.2% |