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 | $79,083 | $209,411-62.2% | $178,490-55.7% | $158,922-50.2% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 7.55% | 188.75%-181.2pp | 151.07%-143.5pp | 302.83%-295.3pp |
| Employer contribution / active EE | $744 | $5,706-87.0% | $5,011-85.2% | $4,761-84.4% |
| Participant deferral / active EE | $5,200 | $5,954-12.7% | $5,2020% | $5,982-13.1% |
| Admin fee / account holder | $7,851 | $17,074-54.0% | $13,984-43.9% | $11,246-30.2% |