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 | $31,157 | $152,587-79.6% | $125,175-75.1% | $152,861-79.6% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 24.13% | 54.84%-30.7pp | 43.79%-19.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $895 | $4,946-81.9% | $3,865-76.8% | $4,762-81.2% |
| Participant deferral / active EE | $2,164 | $5,868-63.1% | $4,937-56.2% | $5,850-63.0% |
| Admin fee / account holder | $8,795 | $13,434-34.5% | $9,702-9.3% | $11,596-24.2% |