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 | $63,251 | $146,267-56.8% | $197,124-67.9% | $82,448-23.3% |
| Participation rate | 78.2% | 84.0%-5.8pp | 86.7%-8.5pp | 68.1%+10.1pp |
| Annual return | 17.77% | 29.61%-11.8pp | 44.34%-26.6pp | 41.64%-23.9pp |
| Employer contribution / active EE | $835 | $4,723-82.3% | $6,227-86.6% | $2,551-67.3% |
| Participant deferral / active EE | $7,172 | $7,035+2.0% | $9,135-21.5% | $4,139+73.3% |
| Admin fee / account holder | $411 | $14,422-97.1% | $16,298-97.5% | $7,234-94.3% |