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 | $79,311 | $209,336-62.1% | $197,124-59.8% | $137,256-42.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.44% | 48.09%-35.7pp | 44.34%-31.9pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,171 | $6,591-82.2% | $6,227-81.2% | $4,156-71.8% |
| Participant deferral / active EE | $10,327 | $9,614+7.4% | $9,135+13.1% | $6,407+61.2% |
| Admin fee / account holder | $883 | $17,308-94.9% | $16,298-94.6% | $12,270-92.8% |