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 | $70,871 | $95,803-26.0% | $113,168-37.4% | $84,808-16.4% |
| Participation rate | 92.6% | 72.9%+19.7pp | 76.6%+16.0pp | 68.3%+24.3pp |
| Annual return | 14.47% | 25.00%-10.5pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $145 | $2,360-93.9% | $2,975-95.1% | $2,631-94.5% |
| Participant deferral / active EE | $4,129 | $4,242-2.7% | $5,107-19.1% | $4,212-2.0% |
| Admin fee / account holder | $3,657 | $8,989-59.3% | $12,068-69.7% | $7,344-50.2% |