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 | $25,647 | $63,355-59.5% | $91,989-72.1% | $72,985-64.9% |
| Participation rate | 97.9% | 72.5%+25.4pp | 78.6%+19.3pp | 69.5%+28.4pp |
| Annual return | 49.35% | 35.35%+14.0pp | 69.02%-19.7pp | 81.00%-31.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,347 | $4,883+70.9% | $5,923+40.9% | $3,607+131.4% |
| Admin fee / account holder | $3,273 | $4,668-29.9% | $7,743-57.7% | $5,124-36.1% |