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 | $86,714 | $99,652-13.0% | $78,778+10.1% | $147,584-41.2% |
| Participation rate | 73.7% | 76.2%-2.5pp | 69.2%+4.5pp | 82.8%-9.1pp |
| Annual return | 13.25% | 47.28%-34.0pp | 35.62%-22.4pp | 578.55%-565.3pp |
| Employer contribution / active EE | $143 | $2,796-94.9% | $1,986-92.8% | $4,876-97.1% |
| Participant deferral / active EE | $1,408 | $3,664-61.6% | $2,958-52.4% | $5,439-74.1% |
| Admin fee / account holder | $12,315 | $7,155+72.1% | $5,134+139.9% | $10,885+13.1% |