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 | $68,332 | $40,256+69.7% | $57,343+19.2% | $59,632+14.6% |
| Participation rate | 94.4% | 69.2%+25.3pp | 75.1%+19.4pp | 68.7%+25.8pp |
| Annual return | 2.22% | 27.49%-25.3pp | 24.39%-22.2pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,397 | $2,399+208.3% | $3,162+133.9% | $3,192+131.8% |
| Admin fee / account holder | $951 | $2,818-66.3% | $3,356-71.7% | $4,297-77.9% |