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 | $156,055 | $106,515+46.5% | $96,683+61.4% | $139,434+11.9% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 17.28% | 38.43%-21.1pp | 35.69%-18.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $514 | $4,103-87.5% | $3,737-86.3% | $4,751-89.2% |
| Participant deferral / active EE | $3,465 | $5,454-36.5% | $4,878-29.0% | $6,710-48.4% |
| Admin fee / account holder | $2,507 | $7,877-68.2% | $6,730-62.7% | $11,403-78.0% |