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 | $159,243 | $183,519-13.2% | $155,509+2.4% | $145,922+9.1% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 15.99% | 61.17%-45.2pp | 64.67%-48.7pp | 561.29%-545.3pp |
| Employer contribution / active EE | $754 | $5,313-85.8% | $4,672-83.9% | $4,660-83.8% |
| Participant deferral / active EE | $4,190 | $6,462-35.2% | $5,626-25.5% | $6,688-37.3% |
| Admin fee / account holder | $3,565 | $19,313-81.5% | $15,912-77.6% | $13,397-73.4% |