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 | $146,518 | $209,411-30.0% | $178,490-17.9% | $158,922-7.8% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 18.86% | 188.75%-169.9pp | 151.07%-132.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | -$7 | $5,706-100.1% | $5,011-100.1% | $4,761-100.1% |
| Participant deferral / active EE | $7,053 | $5,954+18.5% | $5,202+35.6% | $5,982+17.9% |
| Admin fee / account holder | $1,249 | $17,074-92.7% | $13,984-91.1% | $11,246-88.9% |