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 | $72,526 | $140,940-48.5% | $112,229-35.4% | $139,434-48.0% |
| Participation rate | 93.8% | 79.2%+14.6pp | 72.4%+21.3pp | 80.3%+13.4pp |
| Annual return | 16.86% | 32.71%-15.9pp | 30.20%-13.3pp | 372.94%-356.1pp |
| Employer contribution / active EE | $534 | $4,283-87.5% | $3,430-84.4% | $4,751-88.8% |
| Participant deferral / active EE | $2,940 | $5,874-49.9% | $4,798-38.7% | $6,710-56.2% |
| Admin fee / account holder | $320 | $9,954-96.8% | $7,748-95.9% | $11,403-97.2% |