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 | $43,544 | $65,395-33.4% | $182,532-76.1% | $72,985-40.3% |
| Participation rate | 84.2% | 65.4%+18.8pp | 78.0%+6.2pp | 69.5%+14.7pp |
| Annual return | 20.08% | 27.68%-7.6pp | 148.54%-128.5pp | 81.00%-60.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,280 | $3,563+20.1% | $5,524-22.5% | $3,607+18.7% |
| Admin fee / account holder | $5,889 | $4,245+38.7% | $8,592-31.5% | $5,124+14.9% |