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 | $29,318 | $154,117-81.0% | $129,995-77.4% | $139,434-79.0% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.5%-7.9pp | 80.3%-9.7pp |
| Annual return | 11.73% | 32.48%-20.7pp | -137.18%+148.9pp | 372.94%-361.2pp |
| Employer contribution / active EE | $930 | $5,289-82.4% | $4,320-78.5% | $4,751-80.4% |
| Participant deferral / active EE | $3,100 | $6,710-53.8% | $5,820-46.7% | $6,710-53.8% |
| Admin fee / account holder | $7,929 | $14,007-43.4% | $10,614-25.3% | $11,403-30.5% |