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 | $96,983 | $122,239-20.7% | $184,203-47.4% | $74,495+30.2% |
| Participation rate | 95.3% | 85.5%+9.9pp | 86.8%+8.5pp | 67.2%+28.1pp |
| Annual return | 13.99% | 19.95%-6.0pp | 28.81%-14.8pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,482 | $7,139-9.2% | $9,131-29.0% | $4,346+49.2% |
| Admin fee / account holder | $13,852 | $1,260+999.7% | $13,901-0.3% | $1,942+613.4% |