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 | $129,270 | $105,998+22.0% | $92,233+40.2% | $147,584-12.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.78% | 50.05%-39.3pp | 176.28%-165.5pp | 578.55%-567.8pp |
| Employer contribution / active EE | $318 | $4,333-92.7% | $3,679-91.4% | $4,876-93.5% |
| Participant deferral / active EE | $7,298 | $4,478+63.0% | $3,897+87.3% | $5,439+34.2% |
| Admin fee / account holder | $17,035 | $6,332+169.0% | $5,194+228.0% | $10,885+56.5% |