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 | $16,670 | $77,634-78.5% | $156,549-89.4% | $62,891-73.5% |
| Participation rate | 79.5% | 71.2%+8.3pp | 84.0%-4.5pp | 69.3%+10.2pp |
| Annual return | 7.09% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $202 | $3,444-94.1% | $5,501-96.3% | $2,281-91.2% |
| Participant deferral / active EE | $1,003 | $3,045-67.1% | $4,871-79.4% | $3,203-68.7% |
| Admin fee / account holder | $819 | $5,561-85.3% | $13,027-93.7% | $4,296-80.9% |