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 | $78,261 | $93,571-16.4% | $135,903-42.4% | $75,163+4.1% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 15.74% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $669 | $3,537-81.1% | $4,856-86.2% | $2,670-74.9% |
| Participant deferral / active EE | $8,761 | $6,404+36.8% | $7,758+12.9% | $4,125+112.4% |
| Admin fee / account holder | $4,880 | $6,975-30.0% | $10,762-54.7% | $5,651-13.6% |