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 | $44,982 | $110,257-59.2% | $96,544-53.4% | $139,434-67.7% |
| Participation rate | 82.6% | 78.1%+4.5pp | 76.0%+6.6pp | 80.3%+2.3pp |
| Annual return | 20.06% | 26.32%-6.3pp | 25.84%-5.8pp | 372.94%-352.9pp |
| Employer contribution / active EE | $485 | $3,620-86.6% | $2,965-83.6% | $4,751-89.8% |
| Participant deferral / active EE | $2,811 | $5,548-49.3% | $4,851-42.0% | $6,710-58.1% |
| Admin fee / account holder | $814 | $11,591-93.0% | $8,252-90.1% | $11,403-92.9% |