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 | $83,119 | $89,355-7.0% | $141,162-41.1% | $72,985+13.9% |
| Participation rate | 79.4% | 75.1%+4.3pp | 82.5%-3.1pp | 69.5%+9.9pp |
| Annual return | 19.48% | 111.85%-92.4pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $618 | $3,114-80.2% | $4,735-86.9% | $2,440-74.7% |
| Participant deferral / active EE | $2,988 | $5,418-44.9% | $6,709-55.5% | $3,607-17.2% |
| Admin fee / account holder | $10,564 | $5,958+77.3% | $10,261+3.0% | $5,124+106.2% |