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 5-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 | $93,633 | $110,257-15.1% | $96,544-3.0% | $139,434-32.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 16.03% | 26.32%-10.3pp | 25.84%-9.8pp | 372.94%-356.9pp |
| Employer contribution / active EE | $697 | $3,620-80.8% | $2,965-76.5% | $4,751-85.3% |
| Participant deferral / active EE | $3,226 | $5,548-41.8% | $4,851-33.5% | $6,710-51.9% |
| Admin fee / account holder | $10,062 | $11,591-13.2% | $8,252+21.9% | $11,403-11.8% |