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 | $78,572 | $209,411-62.5% | $178,490-56.0% | $158,922-50.6% |
| Participation rate | 86.4% | 86.3%0pp | 81.9%+4.4pp | 82.0%+4.4pp |
| Annual return | 44.10% | 188.75%-144.7pp | 151.07%-107.0pp | 302.83%-258.7pp |
| Employer contribution / active EE | $773 | $5,706-86.5% | $5,011-84.6% | $4,761-83.8% |
| Participant deferral / active EE | $3,836 | $5,954-35.6% | $5,202-26.2% | $5,982-35.9% |
| Admin fee / account holder | $2,133 | $17,074-87.5% | $13,984-84.7% | $11,246-81.0% |