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 4-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 | $15,133 | $177,572-91.5% | $154,803-90.2% | $142,382-89.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 17.43% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $699 | $4,810-85.5% | $4,305-83.8% | $4,299-83.7% |
| Participant deferral / active EE | $4,044 | $6,272-35.5% | $5,540-27.0% | $6,507-37.8% |
| Admin fee / account holder | $7,302 | $16,786-56.5% | $14,329-49.0% | $12,624-42.2% |