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 | $81,965 | $179,726-54.4% | $156,263-47.5% | $142,382-42.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 12.63% | 77.86%-65.2pp | 59.47%-46.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $308 | $5,069-93.9% | $4,333-92.9% | $4,299-92.8% |
| Participant deferral / active EE | $3,069 | $6,956-55.9% | $6,158-50.2% | $6,507-52.8% |
| Admin fee / account holder | $11,161 | $17,272-35.4% | $14,255-21.7% | $12,624-11.6% |