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 10-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 | $68,563 | $99,079-30.8% | $77,999-12.1% | $273,961-75.0% |
| Participation rate | 73.7% | 78.6%-4.9pp | 75.5%-1.8pp | 83.0%-9.3pp |
| Annual return | 8.43% | 217.93%-209.5pp | 425.96%-417.5pp | 41.45%-33.0pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,786 | $4,306-35.3% | $3,497-20.3% | $5,287-47.3% |
| Admin fee / account holder | $6,786 | $8,954-24.2% | $5,480+23.8% | $10,132-33.0% |