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 | $191,605 | $165,335+15.9% | $149,696+28.0% | $158,922+20.6% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 21.62% | 348.15%-326.5pp | 276.60%-255.0pp | 302.83%-281.2pp |
| Employer contribution / active EE | $647 | $5,103-87.3% | $4,644-86.1% | $4,761-86.4% |
| Participant deferral / active EE | $7,195 | $7,181+0.2% | $6,842+5.2% | $5,982+20.3% |
| Admin fee / account holder | $7,997 | $10,807-26.0% | $9,309-14.1% | $11,246-28.9% |