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 | $72,172 | $135,952-46.9% | $123,892-41.7% | $273,961-73.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 3.99% | 56.63%-52.6pp | 47.52%-43.5pp | 41.45%-37.5pp |
| Employer contribution / active EE | $550 | $5,170-89.4% | $4,617-88.1% | $4,869-88.7% |
| Participant deferral / active EE | $2,443 | $6,343-61.5% | $5,984-59.2% | $5,287-53.8% |
| Admin fee / account holder | $347 | $9,817-96.5% | $8,357-95.8% | $10,132-96.6% |