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 | $61,791 | $65,561-5.8% | $86,188-28.3% | $75,163-17.8% |
| Participation rate | 82.9% | 60.5%+22.4pp | 69.0%+14.0pp | 67.2%+15.7pp |
| Annual return | 37.66% | 46.05%-8.4pp | 1168.45%-1130.8pp | 160.62%-123.0pp |
| Employer contribution / active EE | $81 | $1,553-94.8% | $2,380-96.6% | $2,670-97.0% |
| Participant deferral / active EE | $2,505 | $3,024-17.2% | $3,985-37.2% | $4,125-39.3% |
| Admin fee / account holder | $1,853 | $5,474-66.2% | $6,852-73.0% | $5,651-67.2% |