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 | $160,696 | $93,571+71.7% | $135,903+18.2% | $75,163+113.8% |
| Participation rate | 70.5% | 75.2%-4.7pp | 81.9%-11.5pp | 67.2%+3.3pp |
| Annual return | 24.14% | 30.90%-6.8pp | 68.23%-44.1pp | 160.62%-136.5pp |
| Employer contribution / active EE | $24 | $3,537-99.3% | $4,856-99.5% | $2,670-99.1% |
| Participant deferral / active EE | $9,581 | $6,404+49.6% | $7,758+23.5% | $4,125+132.3% |
| Admin fee / account holder | $5,827 | $6,975-16.5% | $10,762-45.9% | $5,651+3.1% |