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 | $122,151 | $86,332+41.5% | $125,175-2.4% | $65,185+87.4% |
| Participation rate | 94.0% | 75.3%+18.7pp | 79.8%+14.2pp | 70.2%+23.8pp |
| Annual return | 20.29% | 27.43%-7.1pp | 43.79%-23.5pp | 29.38%-9.1pp |
| Employer contribution / active EE | $544 | $2,040-73.3% | $3,865-85.9% | $2,177-75.0% |
| Participant deferral / active EE | $5,063 | $3,537+43.1% | $4,937+2.6% | $3,514+44.1% |
| Admin fee / account holder | $2,676 | $609+339.3% | $9,702-72.4% | $847+215.9% |