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 7-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 | $59,165 | $105,181-43.7% | $159,436-62.9% | $85,850-31.1% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.8%+10.0pp | 69.3%+23.5pp |
| Annual return | 14.31% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $463 | $3,318-86.0% | $4,829-90.4% | $2,565-81.9% |
| Participant deferral / active EE | $9,544 | $5,945+60.5% | $7,352+29.8% | $3,952+141.5% |
| Admin fee / account holder | $2,617 | $6,933-62.3% | $10,799-75.8% | $6,260-58.2% |