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 | $28,829 | $150,440-80.8% | $136,294-78.8% | $147,584-80.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 11073.77% | 1049.08%+10024.7pp | 5155.94%+5917.8pp | 578.55%+10495.2pp |
| Employer contribution / active EE | $274 | $5,256-94.8% | $4,695-94.2% | $4,876-94.4% |
| Participant deferral / active EE | $7,129 | $6,630+7.5% | $6,247+14.1% | $5,439+31.1% |
| Admin fee / account holder | $9,691 | $10,905-11.1% | $9,243+4.8% | $10,885-11.0% |