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 | $206,048 | $146,267+40.9% | $197,124+4.5% | $82,448+149.9% |
| Participation rate | 95.0% | 84.0%+11.0pp | 86.7%+8.3pp | 68.1%+26.9pp |
| Annual return | 14.57% | 29.61%-15.0pp | 44.34%-29.8pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,203 | $4,723-74.5% | $6,227-80.7% | $2,551-52.8% |
| Participant deferral / active EE | $9,462 | $7,035+34.5% | $9,135+3.6% | $4,139+128.6% |
| Admin fee / account holder | $4,225 | $14,422-70.7% | $16,298-74.1% | $7,234-41.6% |