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 | $185,182 | $71,050+160.6% | $93,606+97.8% | $80,856+129.0% |
| Participation rate | 73.9% | 60.4%+13.5pp | 68.7%+5.2pp | 67.6%+6.3pp |
| Annual return | 28.72% | 11.26%+17.5pp | 133.20%-104.5pp | 35.59%-6.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,418 | $4,034+34.3% | $4,411+22.8% | $4,296+26.1% |
| Admin fee / account holder | $20,339 | $6,945+192.9% | $8,285+145.5% | $6,918+194.0% |