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 3-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 | $96,782 | $108,919-11.1% | $100,391-3.6% | $145,922-33.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.35% | 57.88%-40.5pp | 49.20%-31.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | -$1,841 | $4,419-141.7% | $3,942-146.7% | $4,660-139.5% |
| Participant deferral / active EE | $11,625 | $8,445+37.7% | $8,082+43.8% | $6,688+73.8% |
| Admin fee / account holder | $342 | $9,689-96.5% | $7,899-95.7% | $13,397-97.4% |