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 | $207,547 | $93,571+121.8% | $135,903+52.7% | $75,163+176.1% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.5pp | 67.2%+15.2pp |
| Annual return | 18.83% | 30.90%-12.1pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $13,970 | $6,404+118.1% | $7,758+80.1% | $4,125+238.6% |
| Admin fee / account holder | $3,010 | $6,975-56.8% | $10,762-72.0% | $5,651-46.7% |