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 | $104,774 | $110,257-5.0% | $96,544+8.5% | $139,434-24.9% |
| Participation rate | 70.8% | 78.1%-7.3pp | 76.0%-5.1pp | 80.3%-9.5pp |
| Annual return | 13.30% | 26.32%-13.0pp | 25.84%-12.5pp | 372.94%-359.6pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,500 | $5,548+35.2% | $4,851+54.6% | $6,710+11.8% |
| Admin fee / account holder | $12,694 | $11,591+9.5% | $8,252+53.8% | $11,403+11.3% |