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 | $50,092 | $124,281-59.7% | $109,143-54.1% | $167,490-70.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 19.78% | 26.04%-6.3pp | 25.75%-6.0pp | 478.56%-458.8pp |
| Employer contribution / active EE | $153 | $4,207-96.4% | $3,722-95.9% | $4,837-96.8% |
| Participant deferral / active EE | $3,500 | $5,255-33.4% | $4,653-24.8% | $6,341-44.8% |
| Admin fee / account holder | $904 | $7,970-88.7% | $6,752-86.6% | $12,309-92.7% |