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 | $93,648 | $109,881-14.8% | $150,045-37.6% | $84,808+10.4% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 33.62% | 28.25%+5.4pp | 62.55%-28.9pp | 40.90%-7.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $18,840 | $6,636+183.9% | $7,997+135.6% | $4,212+347.3% |
| Admin fee / account holder | $9,781 | $8,568+14.2% | $13,435-27.2% | $7,344+33.2% |