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 | $106,079 | $183,519-42.2% | $155,509-31.8% | $145,922-27.3% |
| Participation rate | 94.4% | 82.7%+11.8pp | 78.2%+16.3pp | 80.3%+14.2pp |
| Annual return | 13.16% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $400 | $5,313-92.5% | $4,672-91.4% | $4,660-91.4% |
| Participant deferral / active EE | $6,688 | $6,462+3.5% | $5,626+18.9% | $6,6880% |
| Admin fee / account holder | $5,468 | $19,313-71.7% | $15,912-65.6% | $13,397-59.2% |