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 | $207,278 | $228,332-9.2% | $185,823+11.5% | $158,922+30.4% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 12.87% | 40.80%-27.9pp | 35.95%-23.1pp | 302.83%-290.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,145 | $6,415-19.8% | $5,632-8.6% | $5,982-14.0% |
| Admin fee / account holder | $618 | $11,864-94.8% | $9,500-93.5% | $11,246-94.5% |