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 | $51,727 | $150,187-65.6% | $120,354-57.0% | $145,922-64.6% |
| Participation rate | 85.0% | 78.8%+6.2pp | 71.9%+13.1pp | 80.3%+4.7pp |
| Annual return | 9.43% | 154.07%-144.6pp | 107.15%-97.7pp | 561.29%-551.9pp |
| Employer contribution / active EE | $242 | $4,348-94.4% | $3,463-93.0% | $4,660-94.8% |
| Participant deferral / active EE | $2,542 | $6,173-58.8% | $4,991-49.1% | $6,688-62.0% |
| Admin fee / account holder | $3,922 | $12,207-67.9% | $9,423-58.4% | $13,397-70.7% |