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 | $95,195 | $148,534-35.9% | $135,903-30.0% | $139,434-31.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.10% | 79.19%-63.1pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | -$780 | $5,243-114.9% | $4,856-116.1% | $4,751-116.4% |
| Participant deferral / active EE | $6,604 | $8,100-18.5% | $7,758-14.9% | $6,710-1.6% |
| Admin fee / account holder | $1,467 | $12,400-88.2% | $10,762-86.4% | $11,403-87.1% |