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 | $85,648 | $136,307-37.2% | $106,619-19.7% | $273,961-68.7% |
| Participation rate | 92.9% | 84.8%+8.1pp | 78.0%+14.9pp | 83.0%+9.8pp |
| Annual return | 5.90% | 11.05%-5.2pp | 9.42%-3.5pp | 41.45%-35.6pp |
| Employer contribution / active EE | $376 | $5,190-92.8% | $3,947-90.5% | $4,869-92.3% |
| Participant deferral / active EE | $3,755 | $4,969-24.4% | $3,930-4.4% | $5,287-29.0% |
| Admin fee / account holder | $592 | $8,625-93.1% | $6,418-90.8% | $10,132-94.2% |