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 9-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 | $187,449 | $197,591-5.1% | $177,821+5.4% | $158,922+18.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.08% | 58.76%-44.7pp | 48.32%-34.2pp | 302.83%-288.7pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $17,000 | $8,405+102.3% | $7,714+120.4% | $5,982+184.2% |
| Admin fee / account holder | $62,390 | $15,399+305.1% | $12,427+402.0% | $11,246+454.8% |