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 | $81,101 | $117,841-31.2% | $102,423-20.8% | $145,922-44.4% |
| Participation rate | 87.0% | 78.6%+8.4pp | 76.5%+10.5pp | 80.3%+6.7pp |
| Annual return | 13.66% | 31.65%-18.0pp | 29.32%-15.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,864 | $5,731-50.0% | $5,053-43.3% | $6,688-57.2% |
| Admin fee / account holder | $1,886 | $13,326-85.8% | $9,451-80.0% | $13,397-85.9% |