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 | $169,461 | $157,256+7.8% | $141,162+20.0% | $152,861+10.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.77% | 64.32%-47.6pp | 71.39%-54.6pp | 345.32%-328.5pp |
| Employer contribution / active EE | $395 | $5,261-92.5% | $4,735-91.6% | $4,762-91.7% |
| Participant deferral / active EE | $13,355 | $7,109+87.8% | $6,709+99.1% | $5,850+128.3% |
| Admin fee / account holder | $1,318 | $12,120-89.1% | $10,261-87.2% | $11,596-88.6% |