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 | $52,082 | $63,346-17.8% | $92,233-43.5% | $70,131-25.7% |
| Participation rate | 75.7% | 68.7%+7.0pp | 76.5%-0.8pp | 69.5%+6.1pp |
| Annual return | 13.23% | 530.12%-516.9pp | 176.28%-163.1pp | 73.14%-59.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,889 | $2,854-33.8% | $3,897-51.5% | $3,332-43.3% |
| Admin fee / account holder | $2,054 | $3,840-46.5% | $5,194-60.5% | $4,645-55.8% |