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 | $36,901 | $214,378-82.8% | $200,582-81.6% | $142,382-74.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.02% | 46.41%-34.4pp | 42.33%-30.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,227 | $6,841-82.1% | $6,419-80.9% | $4,299-71.5% |
| Participant deferral / active EE | $3,566 | $9,865-63.9% | $9,331-61.8% | $6,507-45.2% |
| Admin fee / account holder | $13,637 | $17,692-22.9% | $16,305-16.4% | $12,624+8.0% |