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 9-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 | $40,205 | $127,264-68.4% | $109,895-63.4% | $167,490-76.0% |
| Participation rate | 95.7% | 77.9%+17.8pp | 74.2%+21.4pp | 82.1%+13.5pp |
| Annual return | 79.28% | 22.97%+56.3pp | 29.45%+49.8pp | 478.56%-399.3pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $11,342 | $4,514+151.2% | $4,048+180.2% | $6,341+78.9% |
| Admin fee / account holder | $10,515 | $7,114+47.8% | $6,066+73.3% | $12,309-14.6% |