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 | $130,179 | $165,335-21.3% | $149,696-13.0% | $158,922-18.1% |
| Participation rate | 79.2% | 84.6%-5.4pp | 82.5%-3.3pp | 82.0%-2.8pp |
| Annual return | 18.59% | 348.15%-329.6pp | 276.60%-258.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $684 | $5,103-86.6% | $4,644-85.3% | $4,761-85.6% |
| Participant deferral / active EE | $7,133 | $7,181-0.7% | $6,842+4.3% | $5,982+19.2% |
| Admin fee / account holder | $15,947 | $10,807+47.6% | $9,309+71.3% | $11,246+41.8% |