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 | $73,026 | $99,079-26.3% | $77,999-6.4% | $273,961-73.3% |
| Participation rate | 91.3% | 78.6%+12.7pp | 75.5%+15.8pp | 83.0%+8.3pp |
| Annual return | 4.66% | 217.93%-213.3pp | 425.96%-421.3pp | 41.45%-36.8pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,463 | $4,306-42.8% | $3,497-29.6% | $5,287-53.4% |
| Admin fee / account holder | $21,682 | $8,954+142.2% | $5,480+295.6% | $10,132+114.0% |