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 | $108,748 | $111,754-2.7% | $103,333+5.2% | $145,922-25.5% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 9.32% | 24.77%-15.4pp | 24.88%-15.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $665 | $4,212-84.2% | $3,868-82.8% | $4,660-85.7% |
| Participant deferral / active EE | $3,342 | $5,619-40.5% | $5,057-33.9% | $6,688-50.0% |
| Admin fee / account holder | $564 | $9,750-94.2% | $8,355-93.2% | $13,397-95.8% |