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 | $120,461 | $210,648-42.8% | $177,989-32.3% | $145,922-17.4% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 11.75% | 385.86%-374.1pp | 294.48%-282.7pp | 561.29%-549.5pp |
| Employer contribution / active EE | $556 | $4,565-87.8% | $3,949-85.9% | $4,660-88.1% |
| Participant deferral / active EE | $5,103 | $6,958-26.7% | $6,276-18.7% | $6,688-23.7% |
| Admin fee / account holder | $5,916 | $12,013-50.8% | $10,363-42.9% | $13,397-55.8% |