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 | $60,653 | $104,251-41.8% | $91,001-33.3% | $147,584-58.9% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.6%+2.2pp | 82.8%-5.1pp |
| Annual return | 13.93% | 27.06%-13.1pp | 4.60%+9.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,183 | $4,195-71.8% | $3,547-66.6% | $5,439-78.2% |
| Admin fee / account holder | $1,859 | $8,948-79.2% | $5,417-65.7% | $10,885-82.9% |