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 | $7,404 | $109,982-93.3% | $97,226-92.4% | $145,922-94.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.96% | 242.90%-228.9pp | 75.13%-61.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $73 | $3,084-97.6% | $2,729-97.3% | $4,660-98.4% |
| Participant deferral / active EE | $1,055 | $4,676-77.4% | $4,264-75.3% | $6,688-84.2% |
| Admin fee / account holder | $316 | $6,221-94.9% | $5,654-94.4% | $13,397-97.6% |