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 7-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 | $18,276 | $52,279-65.0% | $89,391-79.6% | $79,858-77.1% |
| Participation rate | 87.5% | 57.5%+30.0pp | 68.0%+19.5pp | 69.6%+17.9pp |
| Annual return | 157.17% | 22.16%+135.0pp | 245.62%-88.4pp | 31.71%+125.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,075 | $2,740+340.7% | $3,890+210.4% | $3,740+222.9% |
| Admin fee / account holder | $1,119 | $3,356-66.7% | $4,881-77.1% | $5,306-78.9% |