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 | $64,563 | $91,552-29.5% | $133,956-51.8% | $79,858-19.2% |
| Participation rate | 84.2% | 73.3%+10.9pp | 79.8%+4.4pp | 69.6%+14.6pp |
| Annual return | 13.87% | 61.85%-48.0pp | 45.09%-31.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $519 | $2,384-78.2% | $3,919-86.8% | $2,471-79.0% |
| Participant deferral / active EE | $2,181 | $3,733-41.6% | $5,048-56.8% | $3,740-41.7% |
| Admin fee / account holder | $1,335 | $6,321-78.9% | $8,927-85.0% | $5,306-74.8% |