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 | $129,756 | $54,541+137.9% | $78,778+64.7% | $70,131+85.0% |
| Participation rate | 84.6% | 60.8%+23.8pp | 69.2%+15.4pp | 69.5%+15.1pp |
| Annual return | 13.80% | 21.07%-7.3pp | 35.62%-21.8pp | 73.14%-59.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,160 | $2,210+88.2% | $2,958+40.6% | $3,332+24.8% |
| Admin fee / account holder | $12,038 | $3,709+224.6% | $5,134+134.5% | $4,645+159.1% |