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 | $85,586 | $85,766-0.2% | $136,294-37.2% | $70,131+22.0% |
| Participation rate | 72.0% | 74.2%-2.2pp | 81.9%-9.9pp | 69.5%+2.5pp |
| Annual return | 17.29% | 31.45%-14.2pp | 5155.94%-5138.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $251 | $2,966-91.5% | $4,695-94.6% | $2,342-89.3% |
| Participant deferral / active EE | $3,461 | $5,051-31.5% | $6,247-44.6% | $3,332+3.9% |
| Admin fee / account holder | $1,257 | $5,420-76.8% | $9,243-86.4% | $4,645-73.0% |