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 | $181,305 | $185,822-2.4% | $169,993+6.7% | $139,434+30.0% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 19.21% | 60.50%-41.3pp | 53.37%-34.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,264 | $7,590-83.4% | $6,785-81.4% | $4,751-73.4% |
| Participant deferral / active EE | $3,292 | $11,622-71.7% | $10,408-68.4% | $6,710-50.9% |
| Admin fee / account holder | $7,015 | $15,381-54.4% | $12,815-45.3% | $11,403-38.5% |