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 | $72,248 | $100,041-27.8% | $149,718-51.7% | $70,131+3.0% |
| Participation rate | 93.9% | 83.6%+10.3pp | 87.1%+6.8pp | 69.5%+24.4pp |
| Annual return | 15.39% | 27.43%-12.0pp | 1501.63%-1486.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $970 | $3,662-73.5% | $5,445-82.2% | $2,342-58.6% |
| Participant deferral / active EE | $4,068 | $4,983-18.4% | $6,569-38.1% | $3,332+22.1% |
| Admin fee / account holder | $3,641 | $8,286-56.1% | $11,283-67.7% | $4,645-21.6% |