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 | $49,937 | $78,705-36.6% | $117,854-57.6% | $70,131-28.8% |
| Participation rate | 90.6% | 73.2%+17.4pp | 79.7%+10.9pp | 69.5%+21.0pp |
| Annual return | 14.58% | 23.30%-8.7pp | 335.08%-320.5pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,936 | $3,297-11.0% | $4,482-34.5% | $3,332-11.9% |
| Admin fee / account holder | $652 | $5,065-87.1% | $8,020-91.9% | $4,645-86.0% |