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 7-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 | $58,292 | $87,870-33.7% | $113,168-48.5% | $74,304-21.5% |
| Participation rate | 94.6% | 70.7%+23.8pp | 76.6%+18.0pp | 60.3%+34.2pp |
| Annual return | 20.39% | 26.44%-6.0pp | 24.27%-3.9pp | 29.43%-9.0pp |
| Employer contribution / active EE | $619 | $2,277-72.8% | $2,975-79.2% | $2,241-72.4% |
| Participant deferral / active EE | $8,152 | $4,241+92.2% | $5,107+59.6% | $3,767+116.4% |
| Admin fee / account holder | $1,773 | $3,368-47.4% | $12,068-85.3% | $2,969-40.3% |