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 | $30,965 | $185,822-83.3% | $169,993-81.8% | $139,434-77.8% |
| Participation rate | 78.9% | 87.8%-8.8pp | 87.0%-8.1pp | 80.3%-1.4pp |
| Annual return | 12.70% | 60.50%-47.8pp | 53.37%-40.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,233 | $7,590-83.8% | $6,785-81.8% | $4,751-74.0% |
| Participant deferral / active EE | $3,045 | $11,622-73.8% | $10,408-70.7% | $6,710-54.6% |
| Admin fee / account holder | $11,504 | $15,381-25.2% | $12,815-10.2% | $11,403+0.9% |