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 | $99,862 | $101,317-1.4% | $146,958-32.0% | $74,495+34.1% |
| Participation rate | 70.0% | 75.5%-5.5pp | 82.2%-12.2pp | 67.2%+2.8pp |
| Annual return | 14.68% | 8730.91%-8716.2pp | 418.34%-403.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,742 | $7,303+6.0% | $8,070-4.1% | $4,346+78.1% |
| Admin fee / account holder | $6,802 | $1,739+291.2% | $12,998-47.7% | $1,942+250.3% |