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 | $24,735 | $70,475-64.9% | $100,516-75.4% | $79,858-69.0% |
| Participation rate | 87.9% | 73.7%+14.2pp | 79.4%+8.5pp | 69.6%+18.2pp |
| Annual return | 40.45% | 21.90%+18.6pp | 30.89%+9.6pp | 31.71%+8.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,318 | $5,181+118.5% | $6,270+80.5% | $3,740+202.6% |
| Admin fee / account holder | $982 | $4,478-78.1% | $8,081-87.8% | $5,306-81.5% |