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 | $114,675 | $56,054+104.6% | $171,082-33.0% | $62,891+82.3% |
| Participation rate | 97.5% | 62.9%+34.6pp | 76.7%+20.8pp | 69.3%+28.2pp |
| Annual return | 6.97% | 22.52%-15.5pp | 32.56%-25.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $240 | $1,731-86.1% | $4,002-94.0% | $2,281-89.5% |
| Participant deferral / active EE | $9,068 | $3,158+187.1% | $4,797+89.0% | $3,203+183.1% |
| Admin fee / account holder | $2,346 | $3,647-35.7% | $8,520-72.5% | $4,296-45.4% |