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 9-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 | $25,239 | $109,881-77.0% | $150,045-83.2% | $84,808-70.2% |
| Participation rate | 81.5% | 76.1%+5.4pp | 82.3%-0.8pp | 68.3%+13.2pp |
| Annual return | 15.00% | 28.25%-13.2pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $633 | $3,561-82.2% | $4,693-86.5% | $2,631-75.9% |
| Participant deferral / active EE | $3,090 | $6,636-53.4% | $7,997-61.4% | $4,212-26.6% |
| Admin fee / account holder | $1,329 | $8,568-84.5% | $13,435-90.1% | $7,344-81.9% |