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 | $129,067 | $58,828+119.4% | $77,999+65.5% | $62,891+105.2% |
| Participation rate | 93.8% | 71.1%+22.7pp | 75.5%+18.2pp | 69.3%+24.4pp |
| Annual return | 8.94% | 17.16%-8.2pp | 425.96%-417.0pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,118 | $2,686+127.8% | $3,497+74.9% | $3,203+91.0% |
| Admin fee / account holder | $25,987 | $4,393+491.5% | $5,480+374.2% | $4,296+505.0% |