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 | $82,003 | $99,079-17.2% | $77,999+5.1% | $273,961-70.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.33% | 217.93%-208.6pp | 425.96%-416.6pp | 41.45%-32.1pp |
| Employer contribution / active EE | $344 | $3,308-89.6% | $2,470-86.1% | $4,869-92.9% |
| Participant deferral / active EE | $2,811 | $4,306-34.7% | $3,497-19.6% | $5,287-46.8% |
| Admin fee / account holder | $3,351 | $8,954-62.6% | $5,480-38.9% | $10,132-66.9% |