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 | $63,661 | $118,680-46.4% | $98,907-35.6% | $158,922-59.9% |
| Participation rate | 90.5% | 77.8%+12.7pp | 76.0%+14.5pp | 82.0%+8.5pp |
| Annual return | 19.92% | 372.35%-352.4pp | 196.43%-176.5pp | 302.83%-282.9pp |
| Employer contribution / active EE | $476 | $3,333-85.7% | $2,689-82.3% | $4,761-90.0% |
| Participant deferral / active EE | $1,319 | $5,088-74.1% | $4,244-68.9% | $5,982-77.9% |
| Admin fee / account holder | $835 | $10,131-91.8% | $6,642-87.4% | $11,246-92.6% |