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 | $206,080 | $154,117+33.7% | $129,995+58.5% | $139,434+47.8% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.5%-5.8pp | 80.3%-7.6pp |
| Annual return | 13.91% | 32.48%-18.6pp | -137.18%+151.1pp | 372.94%-359.0pp |
| Employer contribution / active EE | $485 | $5,289-90.8% | $4,320-88.8% | $4,751-89.8% |
| Participant deferral / active EE | $4,850 | $6,710-27.7% | $5,820-16.7% | $6,710-27.7% |
| Admin fee / account holder | $65,831 | $14,007+370.0% | $10,614+520.2% | $11,403+477.3% |