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 | $55,633 | $171,865-67.6% | $149,718-62.8% | $147,584-62.3% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 23.04% | 2113.22%-2090.2pp | 1501.63%-1478.6pp | 578.55%-555.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,880 | $7,271+77.2% | $6,569+96.1% | $5,439+136.8% |
| Admin fee / account holder | $5,974 | $13,799-56.7% | $11,283-47.1% | $10,885-45.1% |