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 | $37,708 | $127,065-70.3% | $113,168-66.7% | $142,382-73.5% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 17.52% | 24.03%-6.5pp | 24.27%-6.7pp | 217.08%-199.6pp |
| Employer contribution / active EE | $357 | $3,442-89.6% | $2,975-88.0% | $4,299-91.7% |
| Participant deferral / active EE | $3,738 | $5,716-34.6% | $5,107-26.8% | $6,507-42.6% |
| Admin fee / account holder | $978 | $15,736-93.8% | $12,068-91.9% | $12,624-92.3% |