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 | $131,657 | $159,602-17.5% | $150,045-12.3% | $142,382-7.5% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.3%-3.2pp | 80.1%-1.0pp |
| Annual return | 14.52% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $883 | $4,961-82.2% | $4,693-81.2% | $4,299-79.5% |
| Participant deferral / active EE | $8,009 | $8,310-3.6% | $7,997+0.2% | $6,507+23.1% |
| Admin fee / account holder | $6,199 | $14,846-58.2% | $13,435-53.9% | $12,624-50.9% |