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 | $30,597 | $49,227-37.8% | $70,449-56.6% | $79,858-61.7% |
| Participation rate | 97.1% | 69.2%+27.9pp | 75.1%+22.0pp | 69.6%+27.4pp |
| Annual return | 12.85% | 30.06%-17.2pp | 109.03%-96.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,990 | $2,768+8.0% | $3,709-19.4% | $3,740-20.0% |
| Admin fee / account holder | $8,028 | $2,878+178.9% | $3,845+108.8% | $5,306+51.3% |