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 | $98,398 | $176,056-44.1% | $159,436-38.3% | $167,490-41.3% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 22.28% | 331.75%-309.5pp | 263.57%-241.3pp | 478.56%-456.3pp |
| Employer contribution / active EE | $797 | $5,297-85.0% | $4,829-83.5% | $4,837-83.5% |
| Participant deferral / active EE | $3,189 | $7,750-58.9% | $7,352-56.6% | $6,341-49.7% |
| Admin fee / account holder | $1,483 | $12,554-88.2% | $10,799-86.3% | $12,309-87.9% |