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 | $69,673 | $81,208-14.2% | $98,907-29.6% | $79,858-12.8% |
| Participation rate | 97.9% | 72.5%+25.4pp | 76.0%+21.9pp | 69.6%+28.3pp |
| Annual return | 17.68% | 60.99%-43.3pp | 196.43%-178.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,747 | $3,265+14.8% | $4,244-11.7% | $3,740+0.2% |
| Admin fee / account holder | $5,929 | $6,013-1.4% | $6,642-10.7% | $5,306+11.7% |