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 5-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 | $44,525 | $97,744-54.4% | $103,476-57.0% | $145,922-69.5% |
| Participation rate | 92.9% | 81.1%+11.8pp | 80.5%+12.3pp | 80.3%+12.6pp |
| Annual return | 17.48% | 25.41%-7.9pp | 23.90%-6.4pp | 561.29%-543.8pp |
| Employer contribution / active EE | $0 | $4,677-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $21,435 | $6,603+224.6% | $6,623+223.7% | $6,688+220.5% |
| Admin fee / account holder | $10,686 | $12,515-14.6% | $9,413+13.5% | $13,397-20.2% |