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 | $169,039 | $95,803+76.4% | $113,168+49.4% | $84,808+99.3% |
| Participation rate | 91.4% | 72.9%+18.6pp | 76.6%+14.9pp | 68.3%+23.1pp |
| Annual return | 15.44% | 25.00%-9.6pp | 24.27%-8.8pp | 40.90%-25.5pp |
| Employer contribution / active EE | $496 | $2,360-79.0% | $2,975-83.3% | $2,631-81.1% |
| Participant deferral / active EE | $4,963 | $4,242+17.0% | $5,107-2.8% | $4,212+17.8% |
| Admin fee / account holder | $15,823 | $8,989+76.0% | $12,068+31.1% | $7,344+115.5% |