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 | $36,639 | $149,679-75.5% | $117,039-68.7% | $147,584-75.2% |
| Participation rate | 95.2% | 83.5%+11.7pp | 77.2%+18.1pp | 82.8%+12.4pp |
| Annual return | 19.58% | 19.31%+0.3pp | 18.95%+0.6pp | 578.55%-559.0pp |
| Employer contribution / active EE | $540 | $4,937-89.1% | $3,785-85.7% | $4,876-88.9% |
| Participant deferral / active EE | $4,137 | $4,912-15.8% | $3,929+5.3% | $5,439-23.9% |
| Admin fee / account holder | $561 | $7,856-92.9% | $5,974-90.6% | $10,885-94.8% |