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 | $33,787 | $91,037-62.9% | $71,671-52.9% | $147,584-77.1% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 13.94% | 20.48%-6.5pp | 20.65%-6.7pp | 578.55%-564.6pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,652 | $4,498-63.3% | $3,438-51.9% | $5,439-69.6% |
| Admin fee / account holder | $1,082 | $8,613-87.4% | $5,558-80.5% | $10,885-90.1% |