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 | $90,362 | $197,591-54.3% | $177,821-49.2% | $158,922-43.1% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.7%-10.8pp | 82.0%-5.0pp |
| Annual return | 7.51% | 58.76%-51.3pp | 48.32%-40.8pp | 302.83%-295.3pp |
| Employer contribution / active EE | $1,120 | $6,697-83.3% | $5,918-81.1% | $4,761-76.5% |
| Participant deferral / active EE | $3,086 | $8,405-63.3% | $7,714-60.0% | $5,982-48.4% |
| Admin fee / account holder | $1,747 | $15,399-88.7% | $12,427-85.9% | $11,246-84.5% |