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 | $53,509 | $98,750-45.8% | $149,696-64.3% | $79,858-33.0% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.5%+10.6pp | 69.6%+23.5pp |
| Annual return | 19.06% | 27.43%-8.4pp | 276.60%-257.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,989 | $5,680-47.4% | $6,842-56.3% | $3,740-20.1% |
| Admin fee / account holder | $2,580 | $6,053-57.4% | $9,309-72.3% | $5,306-51.4% |