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 | $191,410 | $175,202+9.3% | $149,673+27.9% | $139,434+37.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.41% | 166.71%-152.3pp | 134.42%-120.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,069 | $5,474-80.5% | $4,818-77.8% | $4,751-77.5% |
| Participant deferral / active EE | $7,992 | $6,519+22.6% | $5,680+40.7% | $6,710+19.1% |
| Admin fee / account holder | $10,409 | $16,150-35.5% | $13,210-21.2% | $11,403-8.7% |