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 8-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 | $53,075 | $228,332-76.8% | $185,823-71.4% | $158,922-66.6% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 19.54% | 40.80%-21.3pp | 35.95%-16.4pp | 302.83%-283.3pp |
| Employer contribution / active EE | $88 | $4,967-98.2% | $4,087-97.8% | $4,761-98.1% |
| Participant deferral / active EE | $13,414 | $6,415+109.1% | $5,632+138.2% | $5,982+124.2% |
| Admin fee / account holder | $11,563 | $11,864-2.5% | $9,500+21.7% | $11,246+2.8% |