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 | $64,930 | $176,812-63.3% | $146,665-55.7% | $167,490-61.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.22% | 24.03%-12.8pp | 22.74%-11.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $956 | $5,160-81.5% | $4,136-76.9% | $4,837-80.2% |
| Participant deferral / active EE | $3,423 | $6,440-46.9% | $5,506-37.8% | $6,341-46.0% |
| Admin fee / account holder | $1,189 | $13,259-91.0% | $10,280-88.4% | $12,309-90.3% |