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 | $77,100 | $118,450-34.9% | $98,439-21.7% | $139,434-44.7% |
| Participation rate | 87.0% | 77.4%+9.5pp | 75.2%+11.8pp | 80.3%+6.6pp |
| Annual return | 16.28% | 18.94%-2.7pp | 21.16%-4.9pp | 372.94%-356.7pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,643 | $5,392-13.9% | $4,738-2.0% | $6,710-30.8% |
| Admin fee / account holder | $728 | $14,026-94.8% | $8,948-91.9% | $11,403-93.6% |