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 | $92,694 | $71,050+30.5% | $93,606-1.0% | $80,856+14.6% |
| Participation rate | 74.1% | 60.4%+13.7pp | 68.7%+5.4pp | 67.6%+6.4pp |
| Annual return | 11.92% | 11.26%+0.7pp | 133.20%-121.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,391 | $4,034-40.7% | $4,411-45.8% | $4,296-44.3% |
| Admin fee / account holder | $9,819 | $6,945+41.4% | $8,285+18.5% | $6,918+41.9% |