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 | $118,630 | $98,750+20.1% | $149,696-20.8% | $79,858+48.6% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | 15.41% | 27.43%-12.0pp | 276.60%-261.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,058 | $5,680-11.0% | $6,842-26.1% | $3,740+35.2% |
| Admin fee / account holder | $16,610 | $6,053+174.4% | $9,309+78.4% | $5,306+213.0% |