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 | $131,342 | $89,355+47.0% | $141,162-7.0% | $72,985+80.0% |
| Participation rate | 70.2% | 75.1%-4.9pp | 82.5%-12.3pp | 69.5%+0.7pp |
| Annual return | 19.86% | 111.85%-92.0pp | 71.39%-51.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $611 | $3,114-80.4% | $4,735-87.1% | $2,440-75.0% |
| Participant deferral / active EE | $3,977 | $5,418-26.6% | $6,709-40.7% | $3,607+10.2% |
| Admin fee / account holder | $12,673 | $5,958+112.7% | $10,261+23.5% | $5,124+147.3% |