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 | $51,234 | $109,413-53.2% | $156,263-67.2% | $84,808-39.6% |
| Participation rate | 74.5% | 72.7%+1.8pp | 78.9%-4.4pp | 68.3%+6.2pp |
| Annual return | 12.68% | 20.18%-7.5pp | 59.47%-46.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $408 | $2,907-86.0% | $4,333-90.6% | $2,631-84.5% |
| Participant deferral / active EE | $4,128 | $4,590-10.1% | $6,158-33.0% | $4,212-2.0% |
| Admin fee / account holder | $3,377 | $9,357-63.9% | $14,255-76.3% | $7,344-54.0% |