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 | $88,609 | $90,600-2.2% | $79,464+11.5% | $135,375-34.5% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 82.6%+11.8pp |
| Annual return | 3.50% | 977.43%-973.9pp | 718.14%-714.6pp | 519.73%-516.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,360 | $4,050+205.2% | $3,704+233.7% | $5,609+120.4% |
| Admin fee / account holder | $2,146 | $5,907-63.7% | $5,113-58.0% | $10,827-80.2% |