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 | $149,686 | $126,574+18.3% | $106,213+40.9% | $145,922+2.6% |
| Participation rate | 72.7% | 77.6%-4.9pp | 75.3%-2.6pp | 80.3%-7.5pp |
| Annual return | 14.98% | 224.79%-209.8pp | 116.14%-101.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,694 | $5,724+17.0% | $5,016+33.5% | $6,688+0.1% |
| Admin fee / account holder | $3,571 | $17,304-79.4% | $11,033-67.6% | $13,397-73.3% |