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 7-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 | $224,660 | $102,605+119.0% | $145,661+54.2% | $84,808+164.9% |
| Participation rate | 97.6% | 74.3%+23.3pp | 77.2%+20.3pp | 68.3%+29.2pp |
| Annual return | 15.85% | 26.50%-10.7pp | 101.46%-85.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,637 | $5,750+32.8% | $7,198+6.1% | $4,212+81.3% |
| Admin fee / account holder | $19,847 | $8,758+126.6% | $12,466+59.2% | $7,344+170.3% |