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 | $62,434 | $111,754-44.1% | $103,333-39.6% | $145,922-57.2% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+8.0pp |
| Annual return | 14.85% | 24.77%-9.9pp | 24.88%-10.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $515 | $4,212-87.8% | $3,868-86.7% | $4,660-88.9% |
| Participant deferral / active EE | $8,875 | $5,619+58.0% | $5,057+75.5% | $6,688+32.7% |
| Admin fee / account holder | $2,005 | $9,750-79.4% | $8,355-76.0% | $13,397-85.0% |