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 | $142,938 | $113,339+26.1% | $94,993+50.5% | $147,584-3.1% |
| Participation rate | 94.4% | 78.0%+16.5pp | 73.9%+20.6pp | 82.8%+11.6pp |
| Annual return | 17.04% | 20.77%-3.7pp | 27.12%-10.1pp | 578.55%-561.5pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,516 | $3,777-6.9% | $3,317+6.0% | $5,439-35.4% |
| Admin fee / account holder | $6,551 | $6,063+8.1% | $4,960+32.1% | $10,885-39.8% |