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 | $77,241 | $140,940-45.2% | $112,229-31.2% | $139,434-44.6% |
| Participation rate | 88.9% | 79.2%+9.7pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 16.50% | 32.71%-16.2pp | 30.20%-13.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $663 | $4,283-84.5% | $3,430-80.7% | $4,751-86.0% |
| Participant deferral / active EE | $2,736 | $5,874-53.4% | $4,798-43.0% | $6,710-59.2% |
| Admin fee / account holder | $1,337 | $9,954-86.6% | $7,748-82.7% | $11,403-88.3% |