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 | $96,990 | $67,606+43.5% | $82,313+17.8% | $70,131+38.3% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.9%-4.9pp | 69.5%+2.5pp |
| Annual return | 13.63% | 21.57%-7.9pp | 25.88%-12.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,986 | $2,987-33.5% | $3,706-46.4% | $3,332-40.4% |
| Admin fee / account holder | $8,193 | $4,512+81.6% | $5,608+46.1% | $4,645+76.4% |