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 | $78,338 | $198,466-60.5% | $170,442-54.0% | $147,584-46.9% |
| Participation rate | 78.9% | 88.0%-9.0pp | 83.6%-4.7pp | 82.8%-3.9pp |
| Annual return | 13.20% | 257.29%-244.1pp | 205.93%-192.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $1,044 | $6,184-83.1% | $5,433-80.8% | $4,876-78.6% |
| Participant deferral / active EE | $2,548 | $5,629-54.7% | $4,939-48.4% | $5,439-53.2% |
| Admin fee / account holder | $7,136 | $16,852-57.7% | $13,880-48.6% | $10,885-34.4% |