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 9-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 | $27,947 | $70,756-60.5% | $65,493-57.3% | $142,382-80.4% |
| Participation rate | 78.9% | 77.4%+1.6pp | 73.1%+5.9pp | 80.1%-1.2pp |
| Annual return | 17.49% | 1754.89%-1737.4pp | 982.45%-965.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,634 | $4,637+86.2% | $3,961+118.0% | $6,507+32.7% |
| Admin fee / account holder | $6,969 | $6,559+6.3% | $5,028+38.6% | $12,624-44.8% |