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 | $132,153 | $85,202+55.1% | $172,739-23.5% | $72,985+81.1% |
| Participation rate | 82.4% | 70.1%+12.3pp | 82.6%-0.3pp | 69.5%+12.9pp |
| Annual return | 19.75% | 27.32%-7.6pp | 802.84%-783.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,801 | $3,260+16.6% | $5,198-26.9% | $3,607+5.4% |
| Admin fee / account holder | $6,926 | $5,884+17.7% | $13,954-50.4% | $5,124+35.2% |