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 | $114,794 | $91,538+25.4% | $129,995-11.7% | $75,163+52.7% |
| Participation rate | 78.6% | 71.4%+7.1pp | 78.5%+0.1pp | 67.2%+11.4pp |
| Annual return | 24.02% | -631.11%+655.1pp | -137.18%+161.2pp | 160.62%-136.6pp |
| Employer contribution / active EE | $603 | $2,845-78.8% | $4,320-86.1% | $2,670-77.4% |
| Participant deferral / active EE | $6,834 | $4,341+57.4% | $5,820+17.4% | $4,125+65.7% |
| Admin fee / account holder | $6,796 | $6,790+0.1% | $10,614-36.0% | $5,651+20.3% |