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 | $69,064 | $78,705-12.2% | $117,854-41.4% | $70,131-1.5% |
| Participation rate | 82.5% | 73.2%+9.3pp | 79.7%+2.8pp | 69.5%+13.0pp |
| Annual return | 16.07% | 23.30%-7.2pp | 335.08%-319.0pp | 73.14%-57.1pp |
| Employer contribution / active EE | $330 | $2,223-85.2% | $3,786-91.3% | $2,342-85.9% |
| Participant deferral / active EE | $1,656 | $3,297-49.8% | $4,482-63.0% | $3,332-50.3% |
| Admin fee / account holder | $636 | $5,065-87.4% | $8,020-92.1% | $4,645-86.3% |