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 | $68,622 | $124,281-44.8% | $109,143-37.1% | $167,490-59.0% |
| Participation rate | 79.2% | 79.4%-0.3pp | 75.9%+3.3pp | 82.1%-2.9pp |
| Annual return | 11.22% | 26.04%-14.8pp | 25.75%-14.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $126 | $4,207-97.0% | $3,722-96.6% | $4,837-97.4% |
| Participant deferral / active EE | $2,187 | $5,255-58.4% | $4,653-53.0% | $6,341-65.5% |
| Admin fee / account holder | $1,868 | $7,970-76.6% | $6,752-72.3% | $12,309-84.8% |