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 10-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 | $55,447 | $137,414-59.6% | $189,513-70.7% | $85,850-35.4% |
| Participation rate | 71.4% | 84.6%-13.2pp | 87.8%-16.4pp | 69.3%+2.1pp |
| Annual return | 18.27% | 38.14%-19.9pp | 555.15%-536.9pp | 318.53%-300.3pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,034 | $6,260-35.6% | $8,221-50.9% | $3,952+2.1% |
| Admin fee / account holder | $3,290 | $8,630-61.9% | $12,045-72.7% | $6,260-47.4% |