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 | $40,117 | $64,348-37.7% | $90,160-55.5% | $70,131-42.8% |
| Participation rate | 92.6% | 70.4%+22.2pp | 76.9%+15.7pp | 69.5%+23.1pp |
| Annual return | 19.69% | 28.13%-8.4pp | 34.88%-15.2pp | 73.14%-53.5pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,687 | $4,389+52.4% | $5,288+26.5% | $3,332+100.7% |
| Admin fee / account holder | $1,361 | $3,944-65.5% | $5,943-77.1% | $4,645-70.7% |