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 8-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 | $46,159 | $166,020-72.2% | $164,866-72.0% | $145,959-68.4% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.6%+16.8pp | 80.3%+15.2pp |
| Annual return | 13.73% | 100.08%-86.4pp | 69.97%-56.2pp | 561.95%-548.2pp |
| Employer contribution / active EE | $563 | $5,275-89.3% | $4,343-87.0% | $4,661-87.9% |
| Participant deferral / active EE | $2,737 | $6,961-60.7% | $6,033-54.6% | $6,689-59.1% |
| Admin fee / account holder | $8,365 | $16,644-49.7% | $12,689-34.1% | $13,398-37.6% |