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 | $33,480 | $99,020-66.2% | $86,590-61.3% | $147,584-77.3% |
| Participation rate | 88.2% | 76.3%+11.9pp | 73.5%+14.7pp | 82.8%+5.4pp |
| Annual return | 15.27% | 1312.34%-1297.1pp | 964.84%-949.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | -$2 | $3,132-100.1% | $2,839-100.1% | $4,876-100.0% |
| Participant deferral / active EE | $1,759 | $3,972-55.7% | $3,609-51.3% | $5,439-67.7% |
| Admin fee / account holder | $335 | $5,710-94.1% | $4,906-93.2% | $10,885-96.9% |