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 | $55,310 | $78,422-29.5% | $95,952-42.4% | $79,858-30.7% |
| Participation rate | 81.0% | 73.5%+7.5pp | 77.1%+3.9pp | 69.6%+11.3pp |
| Annual return | 16.44% | 19.37%-2.9pp | 91.61%-75.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2 | $1,945-99.9% | $2,541-99.9% | $2,471-99.9% |
| Participant deferral / active EE | $2,237 | $3,440-35.0% | $4,167-46.3% | $3,740-40.2% |
| Admin fee / account holder | $5,724 | $5,622+1.8% | $6,795-15.8% | $5,306+7.9% |