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 | $69,755 | $110,257-36.7% | $96,544-27.7% | $139,434-50.0% |
| Participation rate | 73.3% | 78.1%-4.8pp | 76.0%-2.6pp | 80.3%-7.0pp |
| Annual return | 14.27% | 26.32%-12.0pp | 25.84%-11.6pp | 372.94%-358.7pp |
| Employer contribution / active EE | $366 | $3,620-89.9% | $2,965-87.7% | $4,751-92.3% |
| Participant deferral / active EE | $2,759 | $5,548-50.3% | $4,851-43.1% | $6,710-58.9% |
| Admin fee / account holder | $986 | $11,591-91.5% | $8,252-88.0% | $11,403-91.3% |