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 | $31,990 | $209,411-84.7% | $178,490-82.1% | $158,922-79.9% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 12.62% | 188.75%-176.1pp | 151.07%-138.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $932 | $5,706-83.7% | $5,011-81.4% | $4,761-80.4% |
| Participant deferral / active EE | $3,160 | $5,954-46.9% | $5,202-39.2% | $5,982-47.2% |
| Admin fee / account holder | $609 | $17,074-96.4% | $13,984-95.6% | $11,246-94.6% |