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 | $68,264 | $123,793-44.9% | $177,821-61.6% | $79,858-14.5% |
| Participation rate | 78.0% | 84.7%-6.7pp | 87.7%-9.7pp | 69.6%+8.4pp |
| Annual return | 15.80% | 22.82%-7.0pp | 48.32%-32.5pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,104 | $4,095-73.1% | $5,918-81.4% | $2,471-55.3% |
| Participant deferral / active EE | $2,845 | $5,956-52.2% | $7,714-63.1% | $3,740-23.9% |
| Admin fee / account holder | $2,313 | $7,243-68.1% | $12,427-81.4% | $5,306-56.4% |