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 | $60,658 | $85,766-29.3% | $136,294-55.5% | $70,131-13.5% |
| Participation rate | 87.3% | 74.2%+13.2pp | 81.9%+5.4pp | 69.5%+17.8pp |
| Annual return | 18.18% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $282 | $2,966-90.5% | $4,695-94.0% | $2,342-88.0% |
| Participant deferral / active EE | $3,606 | $5,051-28.6% | $6,247-42.3% | $3,332+8.2% |
| Admin fee / account holder | $2,376 | $5,420-56.2% | $9,243-74.3% | $4,645-48.8% |