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 | $145,116 | $85,766+69.2% | $136,294+6.5% | $70,131+106.9% |
| Participation rate | 78.1% | 74.2%+4.0pp | 81.9%-3.8pp | 69.5%+8.6pp |
| Annual return | 15.48% | 31.45%-16.0pp | 5155.94%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $484 | $2,966-83.7% | $4,695-89.7% | $2,342-79.3% |
| Participant deferral / active EE | $7,541 | $5,051+49.3% | $6,247+20.7% | $3,332+126.3% |
| Admin fee / account holder | $11,121 | $5,420+105.2% | $9,243+20.3% | $4,645+139.4% |