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 | $112,954 | $180,028-37.3% | $138,135-18.2% | $158,922-28.9% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 7.80% | 21.68%-13.9pp | 20.51%-12.7pp | 302.83%-295.0pp |
| Employer contribution / active EE | $682 | $7,470-90.9% | $5,587-87.8% | $4,761-85.7% |
| Participant deferral / active EE | $4,389 | $7,717-43.1% | $6,431-31.8% | $5,982-26.6% |
| Admin fee / account holder | $2,383 | $17,912-86.7% | $11,856-79.9% | $11,246-78.8% |