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 8-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 | $217,549 | $165,335+31.6% | $149,696+45.3% | $158,922+36.9% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 13.43% | 348.15%-334.7pp | 276.60%-263.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $885 | $5,103-82.6% | $4,644-80.9% | $4,761-81.4% |
| Participant deferral / active EE | $5,889 | $7,181-18.0% | $6,842-13.9% | $5,982-1.6% |
| Admin fee / account holder | $42,162 | $10,807+290.2% | $9,309+352.9% | $11,246+274.9% |