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 | $54,975 | $87,870-37.4% | $113,168-51.4% | $74,304-26.0% |
| Participation rate | 72.8% | 70.7%+2.1pp | 76.6%-3.8pp | 60.3%+12.5pp |
| Annual return | 20.05% | 26.44%-6.4pp | 24.27%-4.2pp | 29.43%-9.4pp |
| Employer contribution / active EE | $565 | $2,277-75.2% | $2,975-81.0% | $2,241-74.8% |
| Participant deferral / active EE | $2,826 | $4,241-33.4% | $5,107-44.7% | $3,767-25.0% |
| Admin fee / account holder | $386 | $3,368-88.5% | $12,068-96.8% | $2,969-87.0% |