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 6-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 | $18,567 | $169,032-89.0% | $129,207-85.6% | $145,922-87.3% |
| Participation rate | 72.7% | 76.4%-3.7pp | 69.6%+3.1pp | 80.3%-7.5pp |
| Annual return | 9.43% | 14330.11%-14320.7pp | 9417.33%-9407.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,372 | $4,987-52.4% | $4,168-43.1% | $6,688-64.5% |
| Admin fee / account holder | $8,819 | $9,954-11.4% | $7,715+14.3% | $13,397-34.2% |