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 | $71,921 | $53,127+35.4% | $86,590-16.9% | $70,131+2.6% |
| Participation rate | 95.9% | 65.3%+30.6pp | 73.5%+22.4pp | 69.5%+26.4pp |
| Annual return | 40.00% | 27.66%+12.3pp | 964.84%-924.8pp | 73.14%-33.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,123 | $2,696+53.0% | $3,609+14.3% | $3,332+23.8% |
| Admin fee / account holder | $6,061 | $3,585+69.0% | $4,906+23.5% | $4,645+30.5% |