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 | $147,117 | $148,534-1.0% | $135,903+8.3% | $139,434+5.5% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 16.25% | 79.19%-62.9pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $328 | $5,243-93.7% | $4,856-93.2% | $4,751-93.1% |
| Participant deferral / active EE | $4,128 | $8,100-49.0% | $7,758-46.8% | $6,710-38.5% |
| Admin fee / account holder | $3,335 | $12,400-73.1% | $10,762-69.0% | $11,403-70.8% |