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 | $113,987 | $197,591-42.3% | $177,821-35.9% | $158,922-28.3% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 17.03% | 58.76%-41.7pp | 48.32%-31.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $16,280 | $8,405+93.7% | $7,714+111.0% | $5,982+172.1% |
| Admin fee / account holder | $6,142 | $15,399-60.1% | $12,427-50.6% | $11,246-45.4% |