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 | $57,015 | $137,414-58.5% | $189,513-69.9% | $85,850-33.6% |
| Participation rate | 81.0% | 84.6%-3.6pp | 87.8%-6.8pp | 69.3%+11.7pp |
| Annual return | 14.65% | 38.14%-23.5pp | 555.15%-540.5pp | 318.53%-303.9pp |
| Employer contribution / active EE | $809 | $4,344-81.4% | $6,162-86.9% | $2,565-68.4% |
| Participant deferral / active EE | $7,159 | $6,260+14.4% | $8,221-12.9% | $3,952+81.2% |
| Admin fee / account holder | $1,877 | $8,630-78.3% | $12,045-84.4% | $6,260-70.0% |