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 10-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 | $40,868 | $98,750-58.6% | $149,696-72.7% | $79,858-48.8% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 13.39% | 27.43%-14.0pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $160 | $3,216-95.0% | $4,644-96.5% | $2,471-93.5% |
| Participant deferral / active EE | $3,294 | $5,680-42.0% | $6,842-51.9% | $3,740-11.9% |
| Admin fee / account holder | $1,632 | $6,053-73.0% | $9,309-82.5% | $5,306-69.2% |