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 | $15,583 | $96,635-83.9% | $86,612-82.0% | $139,434-88.8% |
| Participation rate | 94.1% | 74.4%+19.7pp | 71.7%+22.4pp | 80.3%+13.8pp |
| Annual return | 16.35% | 106.41%-90.1pp | 591.07%-574.7pp | 372.94%-356.6pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,072 | $4,836-77.8% | $4,438-75.8% | $6,710-84.0% |
| Admin fee / account holder | $1,672 | $6,408-73.9% | $5,614-70.2% | $11,403-85.3% |