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 | $46,109 | $107,934-57.3% | $91,989-49.9% | $152,861-69.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 19.77% | 89.24%-69.5pp | 69.02%-49.2pp | 345.32%-325.5pp |
| Employer contribution / active EE | $250 | $4,210-94.1% | $3,452-92.8% | $4,762-94.8% |
| Participant deferral / active EE | $11,625 | $6,364+82.7% | $5,923+96.3% | $5,850+98.7% |
| Admin fee / account holder | $308 | $10,520-97.1% | $7,743-96.0% | $11,596-97.3% |