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 | $50,682 | $72,012-29.6% | $185,823-72.7% | $79,858-36.5% |
| Participation rate | 92.3% | 65.8%+26.5pp | 78.0%+14.3pp | 69.6%+22.7pp |
| Annual return | 13.02% | 23.12%-10.1pp | 35.95%-22.9pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,720 | $3,779+77.8% | $5,632+19.3% | $3,740+79.7% |
| Admin fee / account holder | $3,254 | $4,513-27.9% | $9,500-65.8% | $5,306-38.7% |