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 | $31,862 | $132,634-76.0% | $115,768-72.5% | $137,256-76.8% |
| Participation rate | 95.2% | 77.9%+17.4pp | 74.4%+20.8pp | 80.0%+15.3pp |
| Annual return | 11.88% | 160.70%-148.8pp | 100.46%-88.6pp | 220.34%-208.5pp |
| Employer contribution / active EE | $476 | $3,360-85.8% | $2,940-83.8% | $4,156-88.5% |
| Participant deferral / active EE | $3,928 | $5,619-30.1% | $4,917-20.1% | $6,407-38.7% |
| Admin fee / account holder | $9,391 | $15,028-37.5% | $12,439-24.5% | $12,270-23.5% |