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 | $63,823 | $105,181-39.3% | $159,436-60.0% | $85,850-25.7% |
| Participation rate | 73.4% | 75.8%-2.4pp | 82.8%-9.4pp | 69.3%+4.1pp |
| Annual return | 18.65% | 45.07%-26.4pp | 263.57%-244.9pp | 318.53%-299.9pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,972 | $5,945+50.9% | $7,352+22.0% | $3,952+127.0% |
| Admin fee / account holder | $5,237 | $6,933-24.5% | $10,799-51.5% | $6,260-16.3% |