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 | $234,643 | $124,319+88.7% | $111,297+110.8% | $167,490+40.1% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 12.56% | 37.44%-24.9pp | 54.65%-42.1pp | 478.56%-466.0pp |
| Employer contribution / active EE | $549 | $3,435-84.0% | $2,731-79.9% | $4,837-88.7% |
| Participant deferral / active EE | $3,805 | $5,180-26.6% | $4,487-15.2% | $6,341-40.0% |
| Admin fee / account holder | $1,069 | $10,618-89.9% | $7,964-86.6% | $12,309-91.3% |