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 | $53,282 | $106,749-50.1% | $145,433-63.4% | $82,448-35.4% |
| Participation rate | 72.2% | 75.6%-3.4pp | 82.1%-9.9pp | 68.1%+4.2pp |
| Annual return | 21.41% | 27.59%-6.2pp | 66.58%-45.2pp | 41.64%-20.2pp |
| Employer contribution / active EE | $283 | $3,444-91.8% | $4,554-93.8% | $2,551-88.9% |
| Participant deferral / active EE | $2,677 | $6,519-58.9% | $7,897-66.1% | $4,139-35.3% |
| Admin fee / account holder | $777 | $8,390-90.7% | $13,129-94.1% | $7,234-89.3% |