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 | $99,784 | $100,901-1.1% | $75,670+31.9% | $147,584-32.4% |
| Participation rate | 86.7% | 77.1%+9.5pp | 72.3%+14.3pp | 82.8%+3.8pp |
| Annual return | 15.20% | 35.78%-20.6pp | 27.34%-12.1pp | 578.55%-563.3pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,798 | $4,027-55.4% | $3,142-42.8% | $5,439-66.9% |
| Admin fee / account holder | $2,292 | $11,285-79.7% | $5,800-60.5% | $10,885-78.9% |