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 4-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 | $12,571 | $109,982-88.6% | $97,226-87.1% | $145,922-91.4% |
| Participation rate | 70.0% | 75.9%-5.9pp | 72.7%-2.7pp | 80.3%-10.3pp |
| Annual return | 18.64% | 242.90%-224.3pp | 75.13%-56.5pp | 561.29%-542.6pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,296 | $4,676+34.6% | $4,264+47.7% | $6,688-5.9% |
| Admin fee / account holder | $550 | $6,221-91.2% | $5,654-90.3% | $13,397-95.9% |