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 | $107,349 | $149,734-28.3% | $118,925-9.7% | $158,922-32.5% |
| Participation rate | 94.4% | 82.1%+12.4pp | 75.4%+19.1pp | 82.0%+12.5pp |
| Annual return | 17.55% | 19.95%-2.4pp | 35.88%-18.3pp | 302.83%-285.3pp |
| Employer contribution / active EE | $689 | $4,115-83.2% | $3,263-78.9% | $4,761-85.5% |
| Participant deferral / active EE | $4,002 | $5,223-23.4% | $4,265-6.2% | $5,982-33.1% |
| Admin fee / account holder | $558 | $8,603-93.5% | $6,581-91.5% | $11,246-95.0% |