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 | $87,801 | $111,754-21.4% | $103,333-15.0% | $145,922-39.8% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 12.69% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $613 | $4,212-85.4% | $3,868-84.1% | $4,660-86.8% |
| Participant deferral / active EE | $4,047 | $5,619-28.0% | $5,057-20.0% | $6,688-39.5% |
| Admin fee / account holder | $6,267 | $9,750-35.7% | $8,355-25.0% | $13,397-53.2% |