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 | $22,318 | $88,751-74.9% | $81,812-72.7% | $145,922-84.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.91% | 1025.40%-1006.5pp | 773.79%-754.9pp | 561.29%-542.4pp |
| Employer contribution / active EE | $95 | $3,083-96.9% | $2,912-96.7% | $4,660-98.0% |
| Participant deferral / active EE | $9,398 | $4,643+102.4% | $4,319+117.6% | $6,688+40.5% |
| Admin fee / account holder | $464 | $8,415-94.5% | $7,386-93.7% | $13,397-96.5% |