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 | $104,485 | $91,190+14.6% | $178,490-41.5% | $79,858+30.8% |
| Participation rate | 98.3% | 69.2%+29.1pp | 81.9%+16.4pp | 69.6%+28.7pp |
| Annual return | 21.55% | 24.19%-2.6pp | 151.07%-129.5pp | 31.71%-10.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,101 | $3,236+26.7% | $5,202-21.2% | $3,740+9.7% |
| Admin fee / account holder | $2,494 | $6,751-63.1% | $13,984-82.2% | $5,306-53.0% |