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 | $42,104 | $144,119-70.8% | $117,854-64.3% | $147,584-71.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 14.39% | 531.15%-516.8pp | 335.08%-320.7pp | 578.55%-564.2pp |
| Employer contribution / active EE | $713 | $4,896-85.4% | $3,786-81.2% | $4,876-85.4% |
| Participant deferral / active EE | $1,617 | $5,316-69.6% | $4,482-63.9% | $5,439-70.3% |
| Admin fee / account holder | $927 | $10,886-91.5% | $8,020-88.4% | $10,885-91.5% |