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 | $158,553 | $85,202+86.1% | $172,739-8.2% | $72,985+117.2% |
| Participation rate | 88.2% | 70.1%+18.2pp | 82.6%+5.6pp | 69.5%+18.7pp |
| Annual return | 18.83% | 27.32%-8.5pp | 802.84%-784.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $331 | $3,324-90.0% | $5,143-93.6% | $2,440-86.4% |
| Participant deferral / active EE | $4,771 | $3,260+46.3% | $5,198-8.2% | $3,607+32.3% |
| Admin fee / account holder | $3,472 | $5,884-41.0% | $13,954-75.1% | $5,124-32.2% |