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 | $12,126 | $100,970-88.0% | $96,576-87.4% | $137,256-91.2% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 64.19% | 38.16%+26.0pp | 38.47%+25.7pp | 220.34%-156.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,352 | $8,286-35.4% | $7,956-32.7% | $6,407-16.5% |
| Admin fee / account holder | $522 | $11,312-95.4% | $11,381-95.4% | $12,270-95.7% |