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 | $124,883 | $94,031+32.8% | $115,768+7.9% | $82,448+51.5% |
| Participation rate | 85.9% | 70.4%+15.5pp | 74.4%+11.5pp | 68.1%+17.8pp |
| Annual return | 17.64% | 20.61%-3.0pp | 100.46%-82.8pp | 41.64%-24.0pp |
| Employer contribution / active EE | $527 | $2,323-77.3% | $2,940-82.1% | $2,551-79.3% |
| Participant deferral / active EE | $3,761 | $3,972-5.3% | $4,917-23.5% | $4,139-9.1% |
| Admin fee / account holder | $4,517 | $10,249-55.9% | $12,439-63.7% | $7,234-37.6% |