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 | $74,976 | $150,440-50.2% | $136,294-45.0% | $147,584-49.2% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 12.48% | 1049.08%-1036.6pp | 5155.94%-5143.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $725 | $5,256-86.2% | $4,695-84.5% | $4,876-85.1% |
| Participant deferral / active EE | $3,790 | $6,630-42.8% | $6,247-39.3% | $5,439-30.3% |
| Admin fee / account holder | $16,513 | $10,905+51.4% | $9,243+78.7% | $10,885+51.7% |