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 | $71,070 | $103,376-31.3% | $87,100-18.4% | $152,861-53.5% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.9%+0.1pp | 82.4%-5.5pp |
| Annual return | 16.20% | 28.10%-11.9pp | 28.19%-12.0pp | 345.32%-329.1pp |
| Employer contribution / active EE | $568 | $3,220-82.4% | $2,521-77.5% | $4,762-88.1% |
| Participant deferral / active EE | $3,125 | $4,778-34.6% | $4,049-22.8% | $5,850-46.6% |
| Admin fee / account holder | $767 | $12,205-93.7% | $7,497-89.8% | $11,596-93.4% |