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 | $203,455 | $209,336-2.8% | $197,124+3.2% | $137,256+48.2% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 15.26% | 48.09%-32.8pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $725 | $6,591-89.0% | $6,227-88.4% | $4,156-82.6% |
| Participant deferral / active EE | $9,398 | $9,614-2.2% | $9,135+2.9% | $6,407+46.7% |
| Admin fee / account holder | $1,650 | $17,308-90.5% | $16,298-89.9% | $12,270-86.6% |