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 | $214,219 | $112,096+91.1% | $95,952+123.3% | $158,922+34.8% |
| Participation rate | 76.5% | 79.0%-2.5pp | 77.1%-0.6pp | 82.0%-5.5pp |
| Annual return | 6.65% | 171.09%-164.4pp | 91.61%-85.0pp | 302.83%-296.2pp |
| Employer contribution / active EE | $588 | $3,198-81.6% | $2,541-76.9% | $4,761-87.6% |
| Participant deferral / active EE | $5,881 | $4,784+22.9% | $4,167+41.1% | $5,982-1.7% |
| Admin fee / account holder | $18,275 | $10,130+80.4% | $6,795+168.9% | $11,246+62.5% |