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 | $120,224 | $152,460-21.1% | $118,746+1.2% | $147,584-18.5% |
| Participation rate | 81.8% | 82.3%-0.4pp | 78.3%+3.5pp | 82.8%-1.0pp |
| Annual return | 12.70% | 17.41%-4.7pp | 24.54%-11.8pp | 578.55%-565.9pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,104 | $6,212-33.9% | $5,332-23.0% | $5,439-24.5% |
| Admin fee / account holder | $18,064 | $16,953+6.6% | $10,720+68.5% | $10,885+65.9% |