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 | $26,320 | $210,648-87.5% | $177,989-85.2% | $145,922-82.0% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 42.57% | 385.86%-343.3pp | 294.48%-251.9pp | 561.29%-518.7pp |
| Employer contribution / active EE | $11 | $4,565-99.8% | $3,949-99.7% | $4,660-99.8% |
| Participant deferral / active EE | $6,710 | $6,958-3.6% | $6,276+6.9% | $6,688+0.3% |
| Admin fee / account holder | $9,222 | $12,013-23.2% | $10,363-11.0% | $13,397-31.2% |