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 | $81,639 | $154,117-47.0% | $129,995-37.2% | $139,434-41.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.56% | 32.48%-9.9pp | -137.18%+159.7pp | 372.94%-350.4pp |
| Employer contribution / active EE | $1,075 | $5,289-79.7% | $4,320-75.1% | $4,751-77.4% |
| Participant deferral / active EE | $2,301 | $6,710-65.7% | $5,820-60.5% | $6,710-65.7% |
| Admin fee / account holder | $994 | $14,007-92.9% | $10,614-90.6% | $11,403-91.3% |