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 | $65,164 | $107,334-39.3% | $92,893-29.9% | $152,861-57.4% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 18.08% | 145.58%-127.5pp | 109.41%-91.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $446 | $4,221-89.4% | $3,653-87.8% | $4,762-90.6% |
| Participant deferral / active EE | $1,785 | $4,845-63.2% | $4,236-57.9% | $5,850-69.5% |
| Admin fee / account holder | $4,060 | $7,079-42.6% | $5,794-29.9% | $11,596-65.0% |