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 | $59,893 | $56,199+6.6% | $67,652-11.5% | $59,632+0.4% |
| Participation rate | 97.3% | 71.5%+25.8pp | 75.7%+21.6pp | 68.7%+28.6pp |
| Annual return | -0.03% | 18505.31%-18505.3pp | 6625.04%-6625.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,492 | $2,844+22.8% | $3,560-1.9% | $3,192+9.4% |
| Admin fee / account holder | $5,756 | $3,958+45.4% | $4,821+19.4% | $4,297+33.9% |