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 | $94,607 | $105,181-10.1% | $159,436-40.7% | $85,850+10.2% |
| Participation rate | 70.3% | 75.8%-5.5pp | 82.8%-12.6pp | 69.3%+1.0pp |
| Annual return | 16.18% | 45.07%-28.9pp | 263.57%-247.4pp | 318.53%-302.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,551 | $5,945-6.6% | $7,352-24.5% | $3,952+40.5% |
| Admin fee / account holder | $1,783 | $6,933-74.3% | $10,799-83.5% | $6,260-71.5% |