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 | $159,864 | $125,758+27.1% | $169,993-6.0% | $75,163+112.7% |
| Participation rate | 71.0% | 83.6%-12.6pp | 87.0%-16.0pp | 67.2%+3.8pp |
| Annual return | 15.90% | 27.20%-11.3pp | 53.37%-37.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,216 | $4,615-73.7% | $6,785-82.1% | $2,670-54.5% |
| Participant deferral / active EE | $3,779 | $6,837-44.7% | $10,408-63.7% | $4,125-8.4% |
| Admin fee / account holder | $20,571 | $8,173+151.7% | $12,815+60.5% | $5,651+264.0% |