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 | $23,684 | $175,202-86.5% | $149,673-84.2% | $139,434-83.0% |
| Participation rate | 73.9% | 83.4%-9.5pp | 78.8%-4.9pp | 80.3%-6.4pp |
| Annual return | 14.40% | 166.71%-152.3pp | 134.42%-120.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | -$0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,896 | $6,519-70.9% | $5,680-66.6% | $6,710-71.7% |
| Admin fee / account holder | $1,897 | $16,150-88.3% | $13,210-85.6% | $11,403-83.4% |