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 | $165,984-72.2% | $164,813-72.0% | $145,922-68.4% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.6%+16.9pp | 80.3%+15.2pp |
| Annual return | 13.73% | 100.03%-86.3pp | 69.93%-56.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $563 | $5,273-89.3% | $4,341-87.0% | $4,660-87.9% |
| Participant deferral / active EE | $2,737 | $6,959-60.7% | $6,031-54.6% | $6,688-59.1% |
| Admin fee / account holder | $8,365 | $16,648-49.8% | $12,690-34.1% | $13,397-37.6% |