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 5-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 | $40,071 | $201,259-80.1% | $184,200-78.2% | $145,959-72.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.05% | 28.98%-13.9pp | 28.80%-13.8pp | 561.95%-546.9pp |
| Employer contribution / active EE | $1,432 | $7,018-79.6% | $6,424-77.7% | $4,661-69.3% |
| Participant deferral / active EE | $9,600 | $9,806-2.1% | $9,132+5.1% | $6,689+43.5% |
| Admin fee / account holder | $462 | $16,372-97.2% | $13,907-96.7% | $13,398-96.5% |