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 | $74,439 | $125,758-40.8% | $169,993-56.2% | $75,163-1.0% |
| Participation rate | 82.5% | 83.6%-1.1pp | 87.0%-4.5pp | 67.2%+15.3pp |
| Annual return | 15.17% | 27.20%-12.0pp | 53.37%-38.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,416 | $4,615-69.3% | $6,785-79.1% | $2,670-47.0% |
| Participant deferral / active EE | $4,486 | $6,837-34.4% | $10,408-56.9% | $4,125+8.8% |
| Admin fee / account holder | $4,867 | $8,173-40.5% | $12,815-62.0% | $5,651-13.9% |