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 | $175,960 | $202,432-13.1% | $169,368+3.9% | $139,434+26.2% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 14.29% | 531.74%-517.5pp | 405.60%-391.3pp | 372.94%-358.7pp |
| Employer contribution / active EE | $220 | $4,692-95.3% | $4,013-94.5% | $4,751-95.4% |
| Participant deferral / active EE | $13,200 | $6,938+90.3% | $6,221+112.2% | $6,710+96.7% |
| Admin fee / account holder | $1,500 | $10,708-86.0% | $9,003-83.3% | $11,403-86.8% |