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 | $98,330 | $185,822-47.1% | $169,993-42.2% | $139,434-29.5% |
| Participation rate | 84.2% | 87.8%-3.5pp | 87.0%-2.8pp | 80.3%+3.9pp |
| Annual return | 12.53% | 60.50%-48.0pp | 53.37%-40.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $650 | $7,590-91.4% | $6,785-90.4% | $4,751-86.3% |
| Participant deferral / active EE | $6,752 | $11,622-41.9% | $10,408-35.1% | $6,710+0.6% |
| Admin fee / account holder | $2,640 | $15,381-82.8% | $12,815-79.4% | $11,403-76.8% |