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 | $174,702 | $65,395+167.1% | $182,532-4.3% | $72,985+139.4% |
| Participation rate | 98.3% | 65.4%+32.8pp | 78.0%+20.3pp | 69.5%+28.8pp |
| Annual return | 22.25% | 27.68%-5.4pp | 148.54%-126.3pp | 81.00%-58.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $15,011 | $3,563+321.3% | $5,524+171.7% | $3,607+316.1% |
| Admin fee / account holder | $2,563 | $4,245-39.6% | $8,592-70.2% | $5,124-50.0% |