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 | $52,549 | $62,672-16.2% | $185,117-71.6% | $70,131-25.1% |
| Participation rate | 72.3% | 63.8%+8.6pp | 77.3%-4.9pp | 69.5%+2.8pp |
| Annual return | 18.24% | 40.79%-22.5pp | 40.50%-22.3pp | 73.14%-54.9pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,872 | $3,272-12.2% | $5,045-43.1% | $3,332-13.8% |
| Admin fee / account holder | $2,753 | $3,932-30.0% | $8,159-66.3% | $4,645-40.7% |