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 | $204,319 | $58,627+248.5% | $76,735+166.3% | $82,448+147.8% |
| Participation rate | 94.0% | 63.2%+30.8pp | 69.5%+24.5pp | 68.1%+26.0pp |
| Annual return | 14.57% | 39.10%-24.5pp | 29.77%-15.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,321 | $3,134+165.5% | $4,088+103.5% | $4,139+101.0% |
| Admin fee / account holder | $2,746 | $5,323-48.4% | $7,189-61.8% | $7,234-62.0% |