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 | $75,995 | $106,515-28.7% | $96,683-21.4% | $139,434-45.5% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 70.24% | 38.43%+31.8pp | 35.69%+34.5pp | 372.94%-302.7pp |
| Employer contribution / active EE | $338 | $4,103-91.8% | $3,737-91.0% | $4,751-92.9% |
| Participant deferral / active EE | $7,953 | $5,454+45.8% | $4,878+63.0% | $6,710+18.5% |
| Admin fee / account holder | $937 | $7,877-88.1% | $6,730-86.1% | $11,403-91.8% |