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 | $157,126 | $73,933+112.5% | $96,683+62.5% | $75,163+109.0% |
| Participation rate | 93.8% | 66.4%+27.4pp | 74.3%+19.5pp | 67.2%+26.7pp |
| Annual return | 14.95% | 26.70%-11.8pp | 35.69%-20.7pp | 160.62%-145.7pp |
| Employer contribution / active EE | $242 | $2,928-91.7% | $3,737-93.5% | $2,670-90.9% |
| Participant deferral / active EE | $5,190 | $3,659+41.8% | $4,878+6.4% | $4,125+25.8% |
| Admin fee / account holder | $18,615 | $5,216+256.9% | $6,730+176.6% | $5,651+229.4% |