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 | $73,506 | $154,228-52.3% | $145,433-49.5% | $137,256-46.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.89% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $694 | $4,804-85.6% | $4,554-84.8% | $4,156-83.3% |
| Participant deferral / active EE | $3,165 | $8,216-61.5% | $7,897-59.9% | $6,407-50.6% |
| Admin fee / account holder | $7,312 | $14,344-49.0% | $13,129-44.3% | $12,270-40.4% |