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 10-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 | $54,076 | $78,705-31.3% | $117,854-54.1% | $70,131-22.9% |
| Participation rate | 73.1% | 73.2%-0.1pp | 79.7%-6.6pp | 69.5%+3.5pp |
| Annual return | 18.13% | 23.30%-5.2pp | 335.08%-316.9pp | 73.14%-55.0pp |
| Employer contribution / active EE | $501 | $2,223-77.5% | $3,786-86.8% | $2,342-78.6% |
| Participant deferral / active EE | $3,497 | $3,297+6.1% | $4,482-22.0% | $3,332+5.0% |
| Admin fee / account holder | $961 | $5,065-81.0% | $8,020-88.0% | $4,645-79.3% |