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 10-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 | $75,307 | $124,319-39.4% | $111,297-32.3% | $167,490-55.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 44.28% | 37.44%+6.8pp | 54.65%-10.4pp | 478.56%-434.3pp |
| Employer contribution / active EE | $406 | $3,435-88.2% | $2,731-85.1% | $4,837-91.6% |
| Participant deferral / active EE | $3,467 | $5,180-33.1% | $4,487-22.7% | $6,341-45.3% |
| Admin fee / account holder | $761 | $10,618-92.8% | $7,964-90.4% | $12,309-93.8% |