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 | $76,123 | $102,604-25.8% | $86,188-11.7% | $139,434-45.4% |
| Participation rate | 86.4% | 74.5%+11.9pp | 69.0%+17.4pp | 80.3%+6.0pp |
| Annual return | 13.49% | 1922.51%-1909.0pp | 1168.45%-1155.0pp | 372.94%-359.4pp |
| Employer contribution / active EE | $420 | $3,032-86.1% | $2,380-82.3% | $4,751-91.2% |
| Participant deferral / active EE | $2,221 | $4,676-52.5% | $3,985-44.3% | $6,710-66.9% |
| Admin fee / account holder | $18,674 | $8,657+115.7% | $6,852+172.5% | $11,403+63.8% |