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 | $150,768 | $176,377-14.5% | $134,143+12.4% | $158,922-5.1% |
| Participation rate | 70.0% | 78.7%-8.7pp | 72.2%-2.2pp | 82.0%-12.0pp |
| Annual return | 13.47% | 63.63%-50.2pp | 36.33%-22.9pp | 302.83%-289.4pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,865 | $4,091+43.4% | $3,499+67.6% | $5,982-2.0% |
| Admin fee / account holder | $7,048 | $8,718-19.2% | $6,684+5.4% | $11,246-37.3% |