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 | $46,532 | $101,763-54.3% | $164,866-71.8% | $80,874-42.5% |
| Participation rate | 73.2% | 71.8%+1.4pp | 78.6%-5.4pp | 67.6%+5.5pp |
| Annual return | 10.92% | 16.73%-5.8pp | 69.97%-59.1pp | 35.62%-24.7pp |
| Employer contribution / active EE | $720 | $2,954-75.6% | $4,343-83.4% | $2,756-73.9% |
| Participant deferral / active EE | $3,092 | $4,477-30.9% | $6,033-48.7% | $4,297-28.0% |
| Admin fee / account holder | $1,240 | $8,228-84.9% | $12,689-90.2% | $6,935-82.1% |