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 | $38,122 | $80,724-52.8% | $103,333-63.1% | $74,495-48.8% |
| Participation rate | 94.5% | 65.7%+28.9pp | 74.5%+20.0pp | 67.2%+27.3pp |
| Annual return | 24.91% | 27.56%-2.7pp | 24.88%0pp | 1364.94%-1340.0pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,179 | $3,860+60.1% | $5,057+22.2% | $4,346+42.2% |
| Admin fee / account holder | $3,867 | $2,368+63.3% | $8,355-53.7% | $1,942+99.2% |