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 | $41,805 | $197,591-78.8% | $177,821-76.5% | $158,922-73.7% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 17.22% | 58.76%-41.5pp | 48.32%-31.1pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,363 | $6,697-79.6% | $5,918-77.0% | $4,761-71.4% |
| Participant deferral / active EE | $6,663 | $8,405-20.7% | $7,714-13.6% | $5,982+11.4% |
| Admin fee / account holder | $6,822 | $15,399-55.7% | $12,427-45.1% | $11,246-39.3% |