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 | $59,720 | $73,933-19.2% | $96,683-38.2% | $75,163-20.5% |
| Participation rate | 72.1% | 66.4%+5.7pp | 74.3%-2.2pp | 67.2%+4.9pp |
| Annual return | 20.82% | 26.70%-5.9pp | 35.69%-14.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | -$161 | $2,928-105.5% | $3,737-104.3% | $2,670-106.0% |
| Participant deferral / active EE | $5,384 | $3,659+47.1% | $4,878+10.4% | $4,125+30.5% |
| Admin fee / account holder | $700 | $5,216-86.6% | $6,730-89.6% | $5,651-87.6% |