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 | $78,119 | $209,832-62.8% | $189,513-58.8% | $167,490-53.4% |
| Participation rate | 93.3% | 88.7%+4.7pp | 87.8%+5.5pp | 82.1%+11.2pp |
| Annual return | 9.95% | 748.27%-738.3pp | 555.15%-545.2pp | 478.56%-468.6pp |
| Employer contribution / active EE | $706 | $6,914-89.8% | $6,162-88.5% | $4,837-85.4% |
| Participant deferral / active EE | $3,775 | $8,935-57.8% | $8,221-54.1% | $6,341-40.5% |
| Admin fee / account holder | $17,435 | $14,293+22.0% | $12,045+44.7% | $12,309+41.6% |