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 7-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 | $38,376 | $202,432-81.0% | $169,368-77.3% | $139,434-72.5% |
| Participation rate | 72.7% | 81.1%-8.3pp | 77.1%-4.4pp | 80.3%-7.6pp |
| Annual return | 47.88% | 531.74%-483.9pp | 405.60%-357.7pp | 372.94%-325.1pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,226 | $6,938-82.3% | $6,221-80.3% | $6,710-81.7% |
| Admin fee / account holder | $3,897 | $10,708-63.6% | $9,003-56.7% | $11,403-65.8% |