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 | $28,459 | $111,301-74.4% | $112,977-74.8% | $158,922-82.1% |
| Participation rate | 92.9% | 83.5%+9.4pp | 82.6%+10.3pp | 82.0%+10.9pp |
| Annual return | 13.24% | 26.40%-13.2pp | 24.24%-11.0pp | 302.83%-289.6pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $4,255-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,477 | $5,880-57.9% | $5,836-57.6% | $5,982-58.6% |
| Admin fee / account holder | $5,083 | $8,392-39.4% | $6,294-19.2% | $11,246-54.8% |