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 5-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 | $87,638 | $165,984-47.2% | $164,813-46.8% | $145,922-39.9% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 17.71% | 100.03%-82.3pp | 69.93%-52.2pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,031 | $5,273-80.5% | $4,341-76.3% | $4,660-77.9% |
| Participant deferral / active EE | $2,391 | $6,959-65.6% | $6,031-60.4% | $6,688-64.3% |
| Admin fee / account holder | $558 | $16,648-96.6% | $12,690-95.6% | $13,397-95.8% |