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 | $64,992 | $227,553-71.4% | $189,557-65.7% | $167,490-61.2% |
| Participation rate | 88.2% | 82.5%+5.7pp | 78.4%+9.8pp | 82.1%+6.1pp |
| Annual return | 9.64% | 78.40%-68.8pp | 64.17%-54.5pp | 478.56%-468.9pp |
| Employer contribution / active EE | $468 | $5,316-91.2% | $4,412-89.4% | $4,837-90.3% |
| Participant deferral / active EE | $3,410 | $7,002-51.3% | $6,174-44.8% | $6,341-46.2% |
| Admin fee / account holder | $3,277 | $11,878-72.4% | $9,807-66.6% | $12,309-73.4% |