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 7-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 | $16,309 | $54,705-70.2% | $71,209-77.1% | $84,808-80.8% |
| Participation rate | 85.5% | 64.1%+21.5pp | 73.8%+11.8pp | 68.3%+17.2pp |
| Annual return | 42.08% | 35.90%+6.2pp | 282.51%-240.4pp | 40.90%+1.2pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,802 | $3,030+58.4% | $4,175+15.0% | $4,212+14.0% |
| Admin fee / account holder | $3,277 | $4,863-32.6% | $5,349-38.7% | $7,344-55.4% |