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 | $75,005 | $102,604-26.9% | $86,188-13.0% | $139,434-46.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 10.33% | 1922.51%-1912.2pp | 1168.45%-1158.1pp | 372.94%-362.6pp |
| Employer contribution / active EE | $303 | $3,032-90.0% | $2,380-87.3% | $4,751-93.6% |
| Participant deferral / active EE | $2,144 | $4,676-54.2% | $3,985-46.2% | $6,710-68.1% |
| Admin fee / account holder | $542 | $8,657-93.7% | $6,852-92.1% | $11,403-95.2% |