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 | $93,109 | $135,952-31.5% | $123,892-24.8% | $273,961-66.0% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 11.87% | 56.63%-44.8pp | 47.52%-35.7pp | 41.45%-29.6pp |
| Employer contribution / active EE | $260 | $5,170-95.0% | $4,617-94.4% | $4,869-94.7% |
| Participant deferral / active EE | $4,696 | $6,343-26.0% | $5,984-21.5% | $5,287-11.2% |
| Admin fee / account holder | $5,787 | $9,817-41.1% | $8,357-30.8% | $10,132-42.9% |