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 | $72,216 | $84,233-14.3% | $170,442-57.6% | $70,131+3.0% |
| Participation rate | 71.1% | 70.8%+0.3pp | 83.6%-12.5pp | 69.5%+1.6pp |
| Annual return | 13.44% | 23.06%-9.6pp | 205.93%-192.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,018 | $3,086-34.6% | $4,939-59.2% | $3,332-39.4% |
| Admin fee / account holder | $16,301 | $5,698+186.1% | $13,880+17.4% | $4,645+250.9% |