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 | $58,199 | $157,256-63.0% | $141,162-58.8% | $152,861-61.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.78% | 64.32%-36.5pp | 71.39%-43.6pp | 345.32%-317.5pp |
| Employer contribution / active EE | $25 | $5,261-99.5% | $4,735-99.5% | $4,762-99.5% |
| Participant deferral / active EE | $4,289 | $7,109-39.7% | $6,709-36.1% | $5,850-26.7% |
| Admin fee / account holder | $316 | $12,120-97.4% | $10,261-96.9% | $11,596-97.3% |