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 | $151,380 | $89,698+68.8% | $103,476+46.3% | $80,856+87.2% |
| Participation rate | 95.9% | 76.0%+20.0pp | 80.5%+15.4pp | 67.6%+28.3pp |
| Annual return | 25.06% | 22.78%+2.3pp | 23.90%+1.2pp | 35.59%-10.5pp |
| Employer contribution / active EE | $720 | $4,018-82.1% | $4,672-84.6% | $2,755-73.9% |
| Participant deferral / active EE | $5,816 | $5,456+6.6% | $6,623-12.2% | $4,296+35.4% |
| Admin fee / account holder | $1,723 | $6,768-74.5% | $9,413-81.7% | $6,918-75.1% |