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 | $118,114 | $91,552+29.0% | $133,956-11.8% | $79,858+47.9% |
| Participation rate | 90.4% | 73.3%+17.0pp | 79.8%+10.5pp | 69.6%+20.8pp |
| Annual return | 14.37% | 61.85%-47.5pp | 45.09%-30.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $482 | $2,384-79.8% | $3,919-87.7% | $2,471-80.5% |
| Participant deferral / active EE | $2,624 | $3,733-29.7% | $5,048-48.0% | $3,740-29.8% |
| Admin fee / account holder | $6,285 | $6,321-0.6% | $8,927-29.6% | $5,306+18.4% |