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 | $74,508 | $87,733-15.1% | $106,548-30.1% | $85,850-13.2% |
| Participation rate | 89.8% | 71.9%+17.9pp | 76.1%+13.7pp | 69.3%+20.5pp |
| Annual return | 12.65% | 21.86%-9.2pp | 26.80%-14.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,244 | $3,469+51.1% | $4,398+19.2% | $3,952+32.7% |
| Admin fee / account holder | $9,558 | $6,767+41.2% | $7,407+29.0% | $6,260+52.7% |