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 | $46,992 | $148,534-68.4% | $135,903-65.4% | $139,434-66.3% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 14.34% | 79.19%-64.9pp | 68.23%-53.9pp | 372.94%-358.6pp |
| Employer contribution / active EE | -$2,764 | $5,243-152.7% | $4,856-156.9% | $4,751-158.2% |
| Participant deferral / active EE | $4,618 | $8,100-43.0% | $7,758-40.5% | $6,710-31.2% |
| Admin fee / account holder | $3,958 | $12,400-68.1% | $10,762-63.2% | $11,403-65.3% |