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 | $76,601 | $106,890-28.3% | $84,015-8.8% | $152,861-49.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 19.04% | 104.99%-85.9pp | 71.31%-52.3pp | 345.32%-326.3pp |
| Employer contribution / active EE | $377 | $2,734-86.2% | $1,983-81.0% | $4,762-92.1% |
| Participant deferral / active EE | $2,250 | $4,011-43.9% | $3,239-30.5% | $5,850-61.5% |
| Admin fee / account holder | $5,919 | $8,285-28.6% | $6,101-3.0% | $11,596-49.0% |