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 | $83,059 | $150,440-44.8% | $136,294-39.1% | $147,584-43.7% |
| Participation rate | 72.2% | 84.4%-12.2pp | 81.9%-9.7pp | 82.8%-10.6pp |
| Annual return | 14.82% | 1049.08%-1034.3pp | 5155.94%-5141.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,820 | $6,630-57.5% | $6,247-54.9% | $5,439-48.1% |
| Admin fee / account holder | $12,513 | $10,905+14.7% | $9,243+35.4% | $10,885+15.0% |