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 | $74,292 | $63,346+17.3% | $92,233-19.5% | $70,131+5.9% |
| Participation rate | 77.4% | 68.7%+8.7pp | 76.5%+0.9pp | 69.5%+7.9pp |
| Annual return | 16.26% | 530.12%-513.9pp | 176.28%-160.0pp | 73.14%-56.9pp |
| Employer contribution / active EE | $310 | $2,471-87.4% | $3,679-91.6% | $2,342-86.8% |
| Participant deferral / active EE | $2,906 | $2,854+1.8% | $3,897-25.4% | $3,332-12.8% |
| Admin fee / account holder | $2,299 | $3,840-40.1% | $5,194-55.7% | $4,645-50.5% |