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 | $35,586 | $65,376-45.6% | $87,100-59.1% | $65,185-45.4% |
| Participation rate | 77.4% | 75.3%+2.0pp | 76.9%+0.5pp | 70.2%+7.2pp |
| Annual return | 19.30% | 31.27%-12.0pp | 28.19%-8.9pp | 29.38%-10.1pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,922 | $3,388-43.3% | $4,049-52.5% | $3,514-45.3% |
| Admin fee / account holder | $7,527 | $520+1348.2% | $7,497+0.4% | $847+788.6% |