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 8-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 | $161,780 | $83,477+93.8% | $125,175+29.2% | $72,985+121.7% |
| Participation rate | 82.3% | 73.3%+9.0pp | 79.8%+2.5pp | 69.5%+12.8pp |
| Annual return | 27.98% | 25.78%+2.2pp | 43.79%-15.8pp | 81.00%-53.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,069 | $3,585+180.8% | $4,937+104.0% | $3,607+179.1% |
| Admin fee / account holder | $11,741 | $5,517+112.8% | $9,702+21.0% | $5,124+129.1% |