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 | $78,370 | $86,286-9.2% | $111,297-29.6% | $85,850-8.7% |
| Participation rate | 95.7% | 73.3%+22.4pp | 77.3%+18.4pp | 69.3%+26.4pp |
| Annual return | 12.15% | 19.99%-7.8pp | 54.65%-42.5pp | 318.53%-306.4pp |
| Employer contribution / active EE | $409 | $2,043-80.0% | $2,731-85.0% | $2,565-84.1% |
| Participant deferral / active EE | $2,448 | $3,641-32.8% | $4,487-45.5% | $3,952-38.1% |
| Admin fee / account holder | $1,981 | $8,188-75.8% | $7,964-75.1% | $6,260-68.3% |