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 4-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 | $17,371 | $100,970-82.8% | $96,576-82.0% | $137,256-87.3% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 26.93% | 38.16%-11.2pp | 38.47%-11.5pp | 220.34%-193.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,874 | $8,286-17.0% | $7,956-13.6% | $6,407+7.3% |
| Admin fee / account holder | $7,263 | $11,312-35.8% | $11,381-36.2% | $12,270-40.8% |