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 | $156,490 | $91,552+70.9% | $133,956+16.8% | $79,858+96.0% |
| Participation rate | 71.8% | 73.3%-1.5pp | 79.8%-8.0pp | 69.6%+2.2pp |
| Annual return | 25.04% | 61.85%-36.8pp | 45.09%-20.0pp | 31.71%-6.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,996 | $3,733+33.8% | $5,048-1.0% | $3,740+33.6% |
| Admin fee / account holder | $40,145 | $6,321+535.1% | $8,927+349.7% | $5,306+656.5% |