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 | $78,965 | $72,177+9.4% | $115,037-31.4% | $59,632+32.4% |
| Participation rate | 94.9% | 72.6%+22.3pp | 81.4%+13.5pp | 68.7%+26.2pp |
| Annual return | -1.03% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,266 | $4,783+10.1% | $6,026-12.6% | $3,192+65.0% |
| Admin fee / account holder | $5,336 | $4,927+8.3% | $8,175-34.7% | $4,297+24.2% |