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 | $29,441 | $105,859-72.2% | $90,160-67.3% | $147,584-80.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.05% | 37.63%-22.6pp | 34.88%-19.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $420 | $4,126-89.8% | $3,318-87.3% | $4,876-91.4% |
| Participant deferral / active EE | $3,303 | $5,733-42.4% | $5,288-37.5% | $5,439-39.3% |
| Admin fee / account holder | $1,496 | $8,046-81.4% | $5,943-74.8% | $10,885-86.3% |