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 | $35,814 | $232,540-84.6% | $185,117-80.7% | $147,584-75.7% |
| Participation rate | 90.5% | 82.4%+8.1pp | 77.3%+13.2pp | 82.8%+7.6pp |
| Annual return | 11.75% | 43.03%-31.3pp | 40.50%-28.8pp | 578.55%-566.8pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,844 | $5,834-17.0% | $5,045-4.0% | $5,439-10.9% |
| Admin fee / account holder | $19,567 | $10,275+90.4% | $8,159+139.8% | $10,885+79.8% |