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 | $110,046 | $96,557+14.0% | $80,975+35.9% | $273,961-59.8% |
| Participation rate | 93.8% | 79.1%+14.7pp | 75.8%+17.9pp | 83.0%+10.7pp |
| Annual return | 8.68% | 15.14%-6.5pp | 17.10%-8.4pp | 41.45%-32.8pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,866 | $6,598+19.2% | $5,696+38.1% | $5,287+48.8% |
| Admin fee / account holder | $4,252 | $7,492-43.2% | $5,516-22.9% | $10,132-58.0% |