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 | $44,115 | $85,766-48.6% | $136,294-67.6% | $70,131-37.1% |
| Participation rate | 93.7% | 74.2%+19.5pp | 81.9%+11.7pp | 69.5%+24.1pp |
| Annual return | 28.98% | 31.45%-2.5pp | 5155.94%-5127.0pp | 73.14%-44.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $11,122 | $5,051+120.2% | $6,247+78.0% | $3,332+233.8% |
| Admin fee / account holder | $885 | $5,420-83.7% | $9,243-90.4% | $4,645-81.0% |