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 | $79,373 | $70,428+12.7% | $96,562-17.8% | $85,850-7.5% |
| Participation rate | 93.3% | 61.8%+31.5pp | 69.8%+23.5pp | 69.3%+24.0pp |
| Annual return | 13.35% | 18.59%-5.2pp | 37.78%-24.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,821 | $2,894+66.6% | $3,849+25.3% | $3,952+22.0% |
| Admin fee / account holder | $15,914 | $4,997+218.5% | $6,181+157.5% | $6,260+154.2% |