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 | $50,640 | $135,952-62.8% | $123,892-59.1% | $273,961-81.5% |
| Participation rate | 70.6% | 84.1%-13.5pp | 81.4%-10.8pp | 83.0%-12.4pp |
| Annual return | 6.89% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,586 | $6,343-43.5% | $5,984-40.1% | $5,287-32.2% |
| Admin fee / account holder | $1,664 | $9,817-83.1% | $8,357-80.1% | $10,132-83.6% |