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 | $175,152 | $73,933+136.9% | $96,683+81.2% | $75,163+133.0% |
| Participation rate | 71.6% | 66.4%+5.2pp | 74.3%-2.7pp | 67.2%+4.4pp |
| Annual return | 15.12% | 26.70%-11.6pp | 35.69%-20.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $676 | $2,928-76.9% | $3,737-81.9% | $2,670-74.7% |
| Participant deferral / active EE | $1,533 | $3,659-58.1% | $4,878-68.6% | $4,125-62.8% |
| Admin fee / account holder | $19,826 | $5,216+280.1% | $6,730+194.6% | $5,651+250.8% |