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 | $57,814 | $107,934-46.4% | $91,989-37.2% | $152,861-62.2% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.4%+5.1pp |
| Annual return | 16.43% | 89.24%-72.8pp | 69.02%-52.6pp | 345.32%-328.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,912 | $6,364+24.3% | $5,923+33.6% | $5,850+35.3% |
| Admin fee / account holder | $5,096 | $10,520-51.6% | $7,743-34.2% | $11,596-56.1% |