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 | $37,834 | $180,449-79.0% | $154,107-75.4% | $135,375-72.1% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | 1.99% | 888.09%-886.1pp | 735.12%-733.1pp | 519.73%-517.7pp |
| Employer contribution / active EE | $636 | $6,035-89.5% | $5,298-88.0% | $4,779-86.7% |
| Participant deferral / active EE | $4,493 | $5,806-22.6% | $5,081-11.6% | $5,609-19.9% |
| Admin fee / account holder | $27,678 | $16,143+71.5% | $13,411+106.4% | $10,827+155.6% |