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 | $29,254 | $157,256-81.4% | $141,162-79.3% | $152,861-80.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 19.88% | 64.32%-44.4pp | 71.39%-51.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $566 | $5,261-89.2% | $4,735-88.0% | $4,762-88.1% |
| Participant deferral / active EE | $4,442 | $7,109-37.5% | $6,709-33.8% | $5,850-24.1% |
| Admin fee / account holder | $1,445 | $12,120-88.1% | $10,261-85.9% | $11,596-87.5% |