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 | $34,108 | $63,346-46.2% | $92,233-63.0% | $70,131-51.4% |
| Participation rate | 74.1% | 68.7%+5.4pp | 76.5%-2.4pp | 69.5%+4.5pp |
| Annual return | 16.01% | 530.12%-514.1pp | 176.28%-160.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,352 | $2,854+87.5% | $3,897+37.3% | $3,332+60.6% |
| Admin fee / account holder | $821 | $3,840-78.6% | $5,194-84.2% | $4,645-82.3% |