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 | $92,170 | $102,317-9.9% | $146,958-37.3% | $80,856+14.0% |
| Participation rate | 85.4% | 75.8%+9.5pp | 82.2%+3.2pp | 67.6%+17.7pp |
| Annual return | 15.86% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $696 | $3,713-81.3% | $4,933-85.9% | $2,755-74.7% |
| Participant deferral / active EE | $3,598 | $6,644-45.9% | $8,070-55.4% | $4,296-16.3% |
| Admin fee / account holder | $13,506 | $7,941+70.1% | $12,998+3.9% | $6,918+95.2% |