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 | $102,939 | $175,202-41.2% | $149,673-31.2% | $139,434-26.2% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 15.85% | 166.71%-150.9pp | 134.42%-118.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $288 | $5,474-94.7% | $4,818-94.0% | $4,751-93.9% |
| Participant deferral / active EE | $2,003 | $6,519-69.3% | $5,680-64.7% | $6,710-70.2% |
| Admin fee / account holder | $2,133 | $16,150-86.8% | $13,210-83.9% | $11,403-81.3% |