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 | $38,774 | $45,073-14.0% | $69,455-44.2% | $72,985-46.9% |
| Participation rate | 77.4% | 68.5%+8.9pp | 74.6%+2.8pp | 69.5%+7.9pp |
| Annual return | 8.07% | 22.65%-14.6pp | 28.97%-20.9pp | 81.00%-72.9pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,169 | $2,602+21.8% | $3,535-10.4% | $3,607-12.1% |
| Admin fee / account holder | $3,637 | $3,056+19.0% | $3,839-5.3% | $5,124-29.0% |