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 | $56,495 | $80,673-30.0% | $101,326-44.2% | $84,808-33.4% |
| Participation rate | 85.7% | 77.8%+7.9pp | 81.5%+4.2pp | 68.3%+17.4pp |
| Annual return | 358.18% | 38.95%+319.2pp | 36.82%+321.4pp | 40.90%+317.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,843 | $6,840+73.1% | $7,994+48.1% | $4,212+181.2% |
| Admin fee / account holder | $1,091 | $12,784-91.5% | $11,185-90.2% | $7,344-85.1% |