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 | $39,768 | $72,400-45.1% | $67,502-41.1% | $145,922-72.7% |
| Participation rate | 94.4% | 76.9%+17.6pp | 72.9%+21.6pp | 80.3%+14.2pp |
| Annual return | 11.77% | 7182.46%-7170.7pp | 3512.12%-3500.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,066 | $4,783-56.8% | $4,000-48.3% | $6,688-69.1% |
| Admin fee / account holder | $3,460 | $5,539-37.5% | $3,998-13.4% | $13,397-74.2% |