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 | $162,884 | $152,587+6.7% | $125,175+30.1% | $152,861+6.6% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 41.66% | 54.84%-13.2pp | 43.79%-2.1pp | 345.32%-303.7pp |
| Employer contribution / active EE | $357 | $4,946-92.8% | $3,865-90.8% | $4,762-92.5% |
| Participant deferral / active EE | $5,774 | $5,868-1.6% | $4,937+17.0% | $5,850-1.3% |
| Admin fee / account holder | $17,437 | $13,434+29.8% | $9,702+79.7% | $11,596+50.4% |