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 | $81,380 | $198,466-59.0% | $170,442-52.3% | $147,584-44.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.96% | 257.29%-244.3pp | 205.93%-193.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,305 | $6,184-78.9% | $5,433-76.0% | $4,876-73.2% |
| Participant deferral / active EE | $2,763 | $5,629-50.9% | $4,939-44.1% | $5,439-49.2% |
| Admin fee / account holder | $1,375 | $16,852-91.8% | $13,880-90.1% | $10,885-87.4% |