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 | $215,048 | $95,762+124.6% | $379,746-43.4% | $79,858+169.3% |
| Participation rate | 81.8% | 74.0%+7.8pp | 78.4%+3.4pp | 69.6%+12.2pp |
| Annual return | 15.91% | 18.26%-2.4pp | 34.90%-19.0pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1 | $2,695-100.0% | $3,540-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $15,746 | $4,705+234.7% | $6,024+161.4% | $3,740+321.0% |
| Admin fee / account holder | $743 | $6,745-89.0% | $7,927-90.6% | $5,306-86.0% |