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 | $26,093 | $105,998-75.4% | $92,233-71.7% | $147,584-82.3% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 102.43% | 50.05%+52.4pp | 176.28%-73.9pp | 578.55%-476.1pp |
| Employer contribution / active EE | $97 | $4,333-97.8% | $3,679-97.4% | $4,876-98.0% |
| Participant deferral / active EE | $1,272 | $4,478-71.6% | $3,897-67.4% | $5,439-76.6% |
| Admin fee / account holder | $4,298 | $6,332-32.1% | $5,194-17.2% | $10,885-60.5% |