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 | $94,978 | $183,963-48.4% | $162,163-41.4% | $152,861-37.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 20.51% | 150.76%-130.3pp | 115.59%-95.1pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,148 | $6,371-82.0% | $5,614-79.5% | $4,762-75.9% |
| Participant deferral / active EE | $3,187 | $8,034-60.3% | $7,298-56.3% | $5,850-45.5% |
| Admin fee / account holder | $9,253 | $13,121-29.5% | $10,843-14.7% | $11,596-20.2% |