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 | $246,156 | $98,750+149.3% | $149,696+64.4% | $79,858+208.2% |
| Participation rate | 73.9% | 75.8%-1.9pp | 82.5%-8.6pp | 69.6%+4.3pp |
| Annual return | 17.18% | 27.43%-10.2pp | 276.60%-259.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,241 | $5,680+97.9% | $6,842+64.3% | $3,740+200.5% |
| Admin fee / account holder | $20,834 | $6,053+244.2% | $9,309+123.8% | $5,306+292.6% |