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 | $126,527 | $87,013+45.4% | $106,213+19.1% | $80,856+56.5% |
| Participation rate | 91.4% | 70.4%+21.0pp | 75.3%+16.1pp | 67.6%+23.8pp |
| Annual return | 25.47% | 17.05%+8.4pp | 116.14%-90.7pp | 35.59%-10.1pp |
| Employer contribution / active EE | $392 | $2,395-83.6% | $3,171-87.7% | $2,755-85.8% |
| Participant deferral / active EE | $3,279 | $3,986-17.7% | $5,016-34.6% | $4,296-23.7% |
| Admin fee / account holder | $21,794 | $8,431+158.5% | $11,033+97.5% | $6,918+215.0% |