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 | $90,978 | $74,927+21.4% | $101,794-10.6% | $84,808+7.3% |
| Participation rate | 97.9% | 61.4%+36.5pp | 69.2%+28.7pp | 68.3%+29.6pp |
| Annual return | 12.73% | 18.70%-6.0pp | 30.53%-17.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,432 | $3,099+10.8% | $4,084-16.0% | $4,212-18.5% |
| Admin fee / account holder | $2,732 | $6,514-58.1% | $8,777-68.9% | $7,344-62.8% |