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 8-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 | $64,569 | $124,425-48.1% | $112,040-42.4% | $137,256-53.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.68% | 24.72%-7.0pp | 24.52%-6.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $564 | $3,411-83.5% | $2,954-80.9% | $4,156-86.4% |
| Participant deferral / active EE | $4,184 | $5,718-26.8% | $5,098-17.9% | $6,407-34.7% |
| Admin fee / account holder | $3,722 | $15,207-75.5% | $12,098-69.2% | $12,270-69.7% |