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 | $103,567 | $91,552+13.1% | $133,956-22.7% | $79,858+29.7% |
| Participation rate | 82.2% | 73.3%+8.9pp | 79.8%+2.4pp | 69.6%+12.6pp |
| Annual return | 13.82% | 61.85%-48.0pp | 45.09%-31.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $25 | $2,384-98.9% | $3,919-99.4% | $2,471-99.0% |
| Participant deferral / active EE | $1,898 | $3,733-49.2% | $5,048-62.4% | $3,740-49.2% |
| Admin fee / account holder | $6,060 | $6,321-4.1% | $8,927-32.1% | $5,306+14.2% |