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 | $39,857 | $71,516-44.3% | $98,439-59.5% | $71,457-44.2% |
| Participation rate | 92.2% | 72.7%+19.5pp | 75.2%+17.1pp | 67.9%+24.3pp |
| Annual return | 17.37% | 32.41%-15.0pp | 21.16%-3.8pp | 28.85%-11.5pp |
| Employer contribution / active EE | $634 | $2,399-73.6% | $3,048-79.2% | $2,588-75.5% |
| Participant deferral / active EE | $3,515 | $4,109-14.4% | $4,738-25.8% | $4,289-18.0% |
| Admin fee / account holder | $9,768 | $1,675+483.2% | $8,948+9.2% | $1,587+515.3% |