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 | $86,840 | $175,202-50.4% | $149,673-42.0% | $139,434-37.7% |
| Participation rate | 87.0% | 83.4%+3.6pp | 78.8%+8.2pp | 80.3%+6.6pp |
| Annual return | 17.88% | 166.71%-148.8pp | 134.42%-116.5pp | 372.94%-355.1pp |
| Employer contribution / active EE | $399 | $5,474-92.7% | $4,818-91.7% | $4,751-91.6% |
| Participant deferral / active EE | $4,381 | $6,519-32.8% | $5,680-22.9% | $6,710-34.7% |
| Admin fee / account holder | $27,965 | $16,150+73.2% | $13,210+111.7% | $11,403+145.3% |