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 | $42,565 | $53,127-19.9% | $86,590-50.8% | $70,131-39.3% |
| Participation rate | 77.4% | 65.3%+12.1pp | 73.5%+3.9pp | 69.5%+7.9pp |
| Annual return | 12.91% | 27.66%-14.8pp | 964.84%-951.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $145 | $2,068-93.0% | $2,839-94.9% | $2,342-93.8% |
| Participant deferral / active EE | $5,599 | $2,696+107.7% | $3,609+55.2% | $3,332+68.1% |
| Admin fee / account holder | $3,171 | $3,585-11.6% | $4,906-35.4% | $4,645-31.7% |