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 | $60,830 | $105,998-42.6% | $92,233-34.0% | $147,584-58.8% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 17.18% | 50.05%-32.9pp | 176.28%-159.1pp | 578.55%-561.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,998 | $4,478-55.4% | $3,897-48.7% | $5,439-63.3% |
| Admin fee / account holder | $2,563 | $6,332-59.5% | $5,194-50.7% | $10,885-76.5% |