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 | $73,310 | $58,828+24.6% | $77,999-6.0% | $62,891+16.6% |
| Participation rate | 92.6% | 71.1%+21.5pp | 75.5%+17.1pp | 69.3%+23.3pp |
| Annual return | 7.99% | 17.16%-9.2pp | 425.96%-418.0pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,763 | $2,686+40.1% | $3,497+7.6% | $3,203+17.5% |
| Admin fee / account holder | $6,201 | $4,393+41.2% | $5,480+13.2% | $4,296+44.4% |