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 | $101,626 | $137,414-26.0% | $189,513-46.4% | $85,850+18.4% |
| Participation rate | 83.1% | 84.6%-1.5pp | 87.8%-4.7pp | 69.3%+13.8pp |
| Annual return | 22.48% | 38.14%-15.7pp | 555.15%-532.7pp | 318.53%-296.1pp |
| Employer contribution / active EE | $622 | $4,344-85.7% | $6,162-89.9% | $2,565-75.7% |
| Participant deferral / active EE | $5,337 | $6,260-14.7% | $8,221-35.1% | $3,952+35.0% |
| Admin fee / account holder | $7,072 | $8,630-18.0% | $12,045-41.3% | $6,260+13.0% |