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 | $39,951 | $121,625-67.2% | $104,607-61.8% | $158,922-74.9% |
| Participation rate | 70.6% | 77.5%-6.9pp | 74.1%-3.5pp | 82.0%-11.4pp |
| Annual return | 8.81% | 465.26%-456.5pp | 340.46%-331.7pp | 302.83%-294.0pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,623 | $4,177-61.1% | $3,740-56.6% | $5,982-72.9% |
| Admin fee / account holder | $324 | $7,787-95.8% | $6,473-95.0% | $11,246-97.1% |