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 | $77,409 | $165,335-53.2% | $149,696-48.3% | $158,922-51.3% |
| Participation rate | 82.6% | 84.6%-2.0pp | 82.5%+0.1pp | 82.0%+0.7pp |
| Annual return | 15.56% | 348.15%-332.6pp | 276.60%-261.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $751 | $5,103-85.3% | $4,644-83.8% | $4,761-84.2% |
| Participant deferral / active EE | $4,496 | $7,181-37.4% | $6,842-34.3% | $5,982-24.8% |
| Admin fee / account holder | $6,932 | $10,807-35.9% | $9,309-25.5% | $11,246-38.4% |