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 3-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 | $56,727 | $180,749-68.6% | $160,784-64.7% | $137,256-58.7% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 13.90% | 2234.46%-2220.6pp | 1803.92%-1790.0pp | 220.34%-206.4pp |
| Employer contribution / active EE | $108 | $4,155-97.4% | $3,733-97.1% | $4,156-97.4% |
| Participant deferral / active EE | $1,256 | $6,844-81.6% | $6,293-80.0% | $6,407-80.4% |
| Admin fee / account holder | $532 | $10,397-94.9% | $9,717-94.5% | $12,270-95.7% |