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 | $29,579 | $109,327-72.9% | $89,391-66.9% | $158,922-81.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.61% | 345.68%-335.1pp | 245.62%-235.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $191 | $3,170-94.0% | $2,586-92.6% | $4,761-96.0% |
| Participant deferral / active EE | $1,945 | $4,598-57.7% | $3,890-50.0% | $5,982-67.5% |
| Admin fee / account holder | $1,146 | $6,153-81.4% | $4,881-76.5% | $11,246-89.8% |