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 | $87,308 | $88,707-1.6% | $74,183+17.7% | $273,961-68.1% |
| Participation rate | 92.3% | 79.4%+12.9pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 5.39% | 11.94%-6.5pp | 17.74%-12.3pp | 41.45%-36.1pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,084 | $4,212-3.0% | $3,550+15.1% | $5,287-22.8% |
| Admin fee / account holder | $2,107 | $8,717-75.8% | $5,586-62.3% | $10,132-79.2% |