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 9-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 | $105,326 | $101,724+3.5% | $164,813-36.1% | $80,856+30.3% |
| Participation rate | 82.0% | 71.8%+10.2pp | 78.6%+3.4pp | 67.6%+14.4pp |
| Annual return | 27.76% | 16.72%+11.0pp | 69.93%-42.2pp | 35.59%-7.8pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,502 | $4,477+67.6% | $6,031+24.4% | $4,296+74.6% |
| Admin fee / account holder | $5,764 | $8,227-29.9% | $12,690-54.6% | $6,918-16.7% |