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 | $91,833 | $58,828+56.1% | $77,999+17.7% | $62,891+46.0% |
| Participation rate | 96.9% | 71.1%+25.9pp | 75.5%+21.4pp | 69.3%+27.6pp |
| Annual return | 8.89% | 17.16%-8.3pp | 425.96%-417.1pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,725 | $2,686+1.5% | $3,497-22.1% | $3,203-14.9% |
| Admin fee / account holder | $7,354 | $4,393+67.4% | $5,480+34.2% | $4,296+71.2% |