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 | $55,840 | $142,405-60.8% | $115,157-51.5% | $152,861-63.5% |
| Participation rate | 92.3% | 82.4%+10.0pp | 75.9%+16.4pp | 82.4%+9.9pp |
| Annual return | 17.00% | 41.48%-24.5pp | 35.60%-18.6pp | 345.32%-328.3pp |
| Employer contribution / active EE | $579 | $4,010-85.6% | $3,179-81.8% | $4,762-87.8% |
| Participant deferral / active EE | $4,310 | $5,164-16.5% | $4,168+3.4% | $5,850-26.3% |
| Admin fee / account holder | $711 | $8,462-91.6% | $7,088-90.0% | $11,596-93.9% |