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 | $141,669 | $67,606+109.6% | $82,313+72.1% | $70,131+102.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.90% | 21.57%-4.7pp | 25.88%-9.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $305 | $1,755-82.6% | $2,428-87.5% | $2,342-87.0% |
| Participant deferral / active EE | $7,647 | $2,987+156.0% | $3,706+106.3% | $3,332+129.5% |
| Admin fee / account holder | $8,993 | $4,512+99.3% | $5,608+60.4% | $4,645+93.6% |