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 | $80,535 | $148,978-45.9% | $200,582-59.8% | $84,808-5.0% |
| Participation rate | 73.9% | 84.2%-10.3pp | 86.9%-13.0pp | 68.3%+5.6pp |
| Annual return | 13.95% | 28.16%-14.2pp | 42.33%-28.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,479 | $4,815-69.3% | $6,419-77.0% | $2,631-43.8% |
| Participant deferral / active EE | $3,489 | $7,142-51.2% | $9,331-62.6% | $4,212-17.2% |
| Admin fee / account holder | $5,061 | $13,977-63.8% | $16,305-69.0% | $7,344-31.1% |