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 7-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 | $19,393 | $72,071-73.1% | $68,368-71.6% | $137,256-85.9% |
| Participation rate | 78.3% | 76.2%+2.0pp | 73.8%+4.5pp | 80.0%-1.7pp |
| Annual return | 19.84% | 353.14%-333.3pp | 292.57%-272.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,916 | $4,410+11.5% | $4,123+19.2% | $6,407-23.3% |
| Admin fee / account holder | $347 | $5,336-93.5% | $5,150-93.3% | $12,270-97.2% |