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 | $42,065 | $148,534-71.7% | $135,903-69.0% | $139,434-69.8% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.7pp |
| Annual return | 24.66% | 79.19%-54.5pp | 68.23%-43.6pp | 372.94%-348.3pp |
| Employer contribution / active EE | $65 | $5,243-98.8% | $4,856-98.7% | $4,751-98.6% |
| Participant deferral / active EE | $10,926 | $8,100+34.9% | $7,758+40.8% | $6,710+62.8% |
| Admin fee / account holder | $335 | $12,400-97.3% | $10,762-96.9% | $11,403-97.1% |