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 | $130,009 | $52,279+148.7% | $89,391+45.4% | $79,858+62.8% |
| Participation rate | 75.0% | 57.5%+17.5pp | 68.0%+7.0pp | 69.6%+5.4pp |
| Annual return | 12.70% | 22.16%-9.5pp | 245.62%-232.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,541 | $2,740+102.2% | $3,890+42.4% | $3,740+48.2% |
| Admin fee / account holder | $14,770 | $3,356+340.1% | $4,881+202.6% | $5,306+178.4% |