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 | $68,675 | $114,237-39.9% | $119,258-42.4% | $167,490-59.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 12.85% | 29.87%-17.0pp | 30.69%-17.8pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,038 | $4,481-76.8% | $4,384-76.3% | $4,837-78.5% |
| Participant deferral / active EE | $4,284 | $6,084-29.6% | $6,111-29.9% | $6,341-32.4% |
| Admin fee / account holder | $2,544 | $8,932-71.5% | $7,226-64.8% | $12,309-79.3% |