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 | $91,680 | $107,334-14.6% | $92,893-1.3% | $152,861-40.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 12.57% | 145.58%-133.0pp | 109.41%-96.8pp | 345.32%-332.8pp |
| Employer contribution / active EE | $398 | $4,221-90.6% | $3,653-89.1% | $4,762-91.6% |
| Participant deferral / active EE | $4,084 | $4,845-15.7% | $4,236-3.6% | $5,850-30.2% |
| Admin fee / account holder | $11,923 | $7,079+68.4% | $5,794+105.8% | $11,596+2.8% |