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 | $126,282 | $99,341+27.1% | $84,750+49.0% | $273,961-53.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.40% | 22.93%-18.5pp | 22.78%-18.4pp | 41.45%-37.1pp |
| Employer contribution / active EE | $282 | $4,214-93.3% | $3,574-92.1% | $4,869-94.2% |
| Participant deferral / active EE | $6,771 | $4,269+58.6% | $3,712+82.4% | $5,287+28.1% |
| Admin fee / account holder | $1,462 | $6,644-78.0% | $5,332-72.6% | $10,132-85.6% |