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 | $33,885 | $165,335-79.5% | $149,696-77.4% | $158,922-78.7% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 10.51% | 348.15%-337.6pp | 276.60%-266.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $158 | $5,103-96.9% | $4,644-96.6% | $4,761-96.7% |
| Participant deferral / active EE | $3,162 | $7,181-56.0% | $6,842-53.8% | $5,982-47.1% |
| Admin fee / account holder | $14,305 | $10,807+32.4% | $9,309+53.7% | $11,246+27.2% |