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 | $23,911 | $215,361-88.9% | $171,082-86.0% | $273,961-91.3% |
| Participation rate | 91.7% | 82.0%+9.6pp | 76.7%+15.0pp | 83.0%+8.7pp |
| Annual return | 10.21% | 25.14%-14.9pp | 32.56%-22.3pp | 41.45%-31.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,089 | $5,543-80.4% | $4,797-77.3% | $5,287-79.4% |
| Admin fee / account holder | $301 | $10,846-97.2% | $8,520-96.5% | $10,132-97.0% |