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 | $86,186 | $65,703+31.2% | $94,224-8.5% | $59,632+44.5% |
| Participation rate | 85.1% | 72.1%+13.0pp | 78.8%+6.3pp | 68.7%+16.4pp |
| Annual return | 23.45% | 5.22%+18.2pp | 10.68%+12.8pp | 2041.28%-2017.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,781 | $3,143-11.5% | $4,320-35.6% | $3,192-12.9% |
| Admin fee / account holder | $2,088 | $4,264-51.0% | $6,269-66.7% | $4,297-51.4% |