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 | $107,622 | $58,828+82.9% | $77,999+38.0% | $62,891+71.1% |
| Participation rate | 73.3% | 71.1%+2.3pp | 75.5%-2.2pp | 69.3%+4.0pp |
| Annual return | 8.16% | 17.16%-9.0pp | 425.96%-417.8pp | 20.14%-12.0pp |
| Employer contribution / active EE | $94 | $1,672-94.4% | $2,470-96.2% | $2,281-95.9% |
| Participant deferral / active EE | $2,602 | $2,686-3.1% | $3,497-25.6% | $3,203-18.8% |
| Admin fee / account holder | $10,834 | $4,393+146.6% | $5,480+97.7% | $4,296+152.2% |