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 | $73,391 | $76,367-3.9% | $93,606-21.6% | $72,985+0.6% |
| Participation rate | 93.5% | 71.7%+21.7pp | 75.8%+17.7pp | 69.5%+24.0pp |
| Annual return | 21.27% | 25.82%-4.5pp | 32.76%-11.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,866 | $3,538+9.3% | $4,069-5.0% | $3,607+7.2% |
| Admin fee / account holder | $2,799 | $6,838-59.1% | $7,888-64.5% | $5,124-45.4% |