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 | $48,744 | $102,245-52.3% | $89,340-45.4% | $137,256-64.5% |
| Participation rate | 71.4% | 74.9%-3.5pp | 69.6%+1.9pp | 80.0%-8.5pp |
| Annual return | 13.18% | 21.89%-8.7pp | 20.57%-7.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,199 | $4,436+129.9% | $3,823+166.8% | $6,407+59.2% |
| Admin fee / account holder | $7,957 | $8,085-1.6% | $6,704+18.7% | $12,270-35.2% |