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 | $27,604 | $85,766-67.8% | $136,294-79.7% | $70,131-60.6% |
| Participation rate | 72.0% | 74.2%-2.2pp | 81.9%-9.9pp | 69.5%+2.5pp |
| Annual return | 20.41% | 31.45%-11.0pp | 5155.94%-5135.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $358 | $2,966-87.9% | $4,695-92.4% | $2,342-84.7% |
| Participant deferral / active EE | $2,426 | $5,051-52.0% | $6,247-61.2% | $3,332-27.2% |
| Admin fee / account holder | $27,381 | $5,420+405.1% | $9,243+196.2% | $4,645+489.4% |