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 | $23,436 | $215,361-89.1% | $171,082-86.3% | $273,961-91.4% |
| Participation rate | 95.2% | 82.0%+13.2pp | 76.7%+18.5pp | 83.0%+12.2pp |
| Annual return | 6.91% | 25.14%-18.2pp | 32.56%-25.7pp | 41.45%-34.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,590 | $5,543-17.2% | $4,797-4.3% | $5,287-13.2% |
| Admin fee / account holder | $4,882 | $10,846-55.0% | $8,520-42.7% | $10,132-51.8% |