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 | $67,295 | $65,041+3.5% | $90,951-26.0% | $79,858-15.7% |
| Participation rate | 88.9% | 61.6%+27.3pp | 69.0%+19.9pp | 69.6%+19.3pp |
| Annual return | 30.90% | 30.45%+0.5pp | 134.60%-103.7pp | 31.71%-0.8pp |
| Employer contribution / active EE | $4 | $1,247-99.7% | $2,122-99.8% | $2,471-99.9% |
| Participant deferral / active EE | $4,353 | $2,512+73.3% | $3,373+29.1% | $3,740+16.4% |
| Admin fee / account holder | $13,867 | $4,536+205.7% | $5,959+132.7% | $5,306+161.3% |