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 | $177,482 | $165,984+6.9% | $164,813+7.7% | $145,922+21.6% |
| Participation rate | 78.3% | 82.0%-3.7pp | 78.6%-0.3pp | 80.3%-2.0pp |
| Annual return | 11.97% | 100.03%-88.1pp | 69.93%-58.0pp | 561.29%-549.3pp |
| Employer contribution / active EE | $652 | $5,273-87.6% | $4,341-85.0% | $4,660-86.0% |
| Participant deferral / active EE | $4,541 | $6,959-34.8% | $6,031-24.7% | $6,688-32.1% |
| Admin fee / account holder | $10,590 | $16,648-36.4% | $12,690-16.5% | $13,397-21.0% |