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 | $189,624 | $123,793+53.2% | $177,821+6.6% | $79,858+137.5% |
| Participation rate | 97.9% | 84.7%+13.2pp | 87.7%+10.2pp | 69.6%+28.2pp |
| Annual return | 18.06% | 22.82%-4.8pp | 48.32%-30.3pp | 31.71%-13.7pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,598 | $5,956+27.6% | $7,714-1.5% | $3,740+103.1% |
| Admin fee / account holder | $11,388 | $7,243+57.2% | $12,427-8.4% | $5,306+114.6% |