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 | $77,989 | $93,571-16.7% | $135,903-42.6% | $75,163+3.8% |
| Participation rate | 79.7% | 75.2%+4.5pp | 81.9%-2.2pp | 67.2%+12.5pp |
| Annual return | 18.92% | 30.90%-12.0pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,058 | $6,404+10.2% | $7,758-9.0% | $4,125+71.1% |
| Admin fee / account holder | $2,807 | $6,975-59.8% | $10,762-73.9% | $5,651-50.3% |