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 | $128,956 | $67,411+91.3% | $91,001+41.7% | $70,131+83.9% |
| Participation rate | 98.0% | 71.4%+26.6pp | 75.6%+22.4pp | 69.5%+28.4pp |
| Annual return | 17.38% | -40.16%+57.5pp | 4.60%+12.8pp | 73.14%-55.8pp |
| Employer contribution / active EE | $29 | $1,786-98.4% | $2,456-98.8% | $2,342-98.8% |
| Participant deferral / active EE | $6,947 | $2,823+146.1% | $3,547+95.8% | $3,332+108.5% |
| Admin fee / account holder | $10,304 | $4,236+143.2% | $5,417+90.2% | $4,645+121.8% |