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 | $174,782 | $48,795+258.2% | $65,493+166.9% | $84,808+106.1% |
| Participation rate | 76.7% | 67.0%+9.7pp | 73.1%+3.6pp | 68.3%+8.4pp |
| Annual return | 13.52% | 20.20%-6.7pp | 982.45%-968.9pp | 40.90%-27.4pp |
| Employer contribution / active EE | $333 | $1,930-82.7% | $2,574-87.1% | $2,631-87.3% |
| Participant deferral / active EE | $6,168 | $2,928+110.6% | $3,961+55.7% | $4,212+46.5% |
| Admin fee / account holder | $26,809 | $3,877+591.5% | $5,028+433.2% | $7,344+265.1% |