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 | $42,721 | $65,561-34.8% | $86,188-50.4% | $75,163-43.2% |
| Participation rate | 89.3% | 60.5%+28.8pp | 69.0%+20.3pp | 67.2%+22.1pp |
| Annual return | 14.65% | 46.05%-31.4pp | 1168.45%-1153.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,653 | $3,024-45.3% | $3,985-58.5% | $4,125-59.9% |
| Admin fee / account holder | $1,524 | $5,474-72.2% | $6,852-77.8% | $5,651-73.0% |