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 | $19,497 | $111,754-82.6% | $103,333-81.1% | $145,922-86.6% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 9.63% | 24.77%-15.1pp | 24.88%-15.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $823 | $4,212-80.5% | $3,868-78.7% | $4,660-82.3% |
| Participant deferral / active EE | $2,007 | $5,619-64.3% | $5,057-60.3% | $6,688-70.0% |
| Admin fee / account holder | $6,108 | $9,750-37.4% | $8,355-26.9% | $13,397-54.4% |