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 | $25,912 | $107,334-75.9% | $92,893-72.1% | $152,861-83.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 28.87% | 145.58%-116.7pp | 109.41%-80.5pp | 345.32%-316.4pp |
| Employer contribution / active EE | $495 | $4,221-88.3% | $3,653-86.5% | $4,762-89.6% |
| Participant deferral / active EE | $1,923 | $4,845-60.3% | $4,236-54.6% | $5,850-67.1% |
| Admin fee / account holder | $381 | $7,079-94.6% | $5,794-93.4% | $11,596-96.7% |