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 7-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 | $71,444 | $106,584-33.0% | $101,326-29.5% | $142,382-49.8% |
| Participation rate | 84.6% | 82.7%+1.9pp | 81.5%+3.1pp | 80.1%+4.5pp |
| Annual return | 26.44% | 36.93%-10.5pp | 36.82%-10.4pp | 217.08%-190.6pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $12,145 | $8,297+46.4% | $7,994+51.9% | $6,507+86.6% |
| Admin fee / account holder | $3,423 | $11,446-70.1% | $11,185-69.4% | $12,624-72.9% |