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 | $76,423 | $153,772-50.3% | $133,980-43.0% | $273,961-72.1% |
| Participation rate | 82.4% | 88.4%-6.0pp | 87.1%-4.7pp | 83.0%-0.7pp |
| Annual return | 4.36% | 36.51%-32.2pp | 29.30%-24.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,457 | $6,958-50.3% | $6,282-45.0% | $5,287-34.6% |
| Admin fee / account holder | $761 | $11,765-93.5% | $9,324-91.8% | $10,132-92.5% |