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 | $57,564 | $146,267-60.6% | $197,124-70.8% | $82,448-30.2% |
| Participation rate | 95.7% | 84.0%+11.7pp | 86.7%+9.0pp | 68.1%+27.7pp |
| Annual return | 23.97% | 29.61%-5.6pp | 44.34%-20.4pp | 41.64%-17.7pp |
| Employer contribution / active EE | $731 | $4,723-84.5% | $6,227-88.3% | $2,551-71.3% |
| Participant deferral / active EE | $11,370 | $7,035+61.6% | $9,135+24.5% | $4,139+174.7% |
| Admin fee / account holder | $16,627 | $14,422+15.3% | $16,298+2.0% | $7,234+129.8% |