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 | $121,604 | $98,240+23.8% | $82,313+47.7% | $147,584-17.6% |
| Participation rate | 77.3% | 79.7%-2.5pp | 76.9%+0.4pp | 82.8%-5.6pp |
| Annual return | 12.64% | 30.85%-18.2pp | 25.88%-13.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $188 | $3,192-94.1% | $2,428-92.3% | $4,876-96.1% |
| Participant deferral / active EE | $2,877 | $4,383-34.4% | $3,706-22.4% | $5,439-47.1% |
| Admin fee / account holder | $15,461 | $8,563+80.6% | $5,608+175.7% | $10,885+42.0% |