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 | $21,530 | $99,079-78.3% | $77,999-72.4% | $273,961-92.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.5%+12.0pp | 83.0%+4.5pp |
| Annual return | 6.62% | 217.93%-211.3pp | 425.96%-419.3pp | 41.45%-34.8pp |
| Employer contribution / active EE | $188 | $3,308-94.3% | $2,470-92.4% | $4,869-96.1% |
| Participant deferral / active EE | $2,062 | $4,306-52.1% | $3,497-41.0% | $5,287-61.0% |
| Admin fee / account holder | $3,116 | $8,954-65.2% | $5,480-43.1% | $10,132-69.2% |