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 | $149,753 | $227,553-34.2% | $189,557-21.0% | $167,490-10.6% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 11.93% | 78.40%-66.5pp | 64.17%-52.2pp | 478.56%-466.6pp |
| Employer contribution / active EE | $257 | $5,316-95.2% | $4,412-94.2% | $4,837-94.7% |
| Participant deferral / active EE | $9,000 | $7,002+28.5% | $6,174+45.8% | $6,341+41.9% |
| Admin fee / account holder | $1,290 | $11,878-89.1% | $9,807-86.8% | $12,309-89.5% |