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 8-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 | $37,300 | $95,266-60.8% | $82,389-54.7% | $142,382-73.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.03% | 25.74%-5.7pp | 28.67%-8.6pp | 217.08%-197.0pp |
| Employer contribution / active EE | $49 | $2,991-98.4% | $2,517-98.1% | $4,299-98.9% |
| Participant deferral / active EE | $11,909 | $4,809+147.6% | $4,155+186.6% | $6,507+83.0% |
| Admin fee / account holder | $6,695 | $8,563-21.8% | $7,231-7.4% | $12,624-47.0% |