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 | $224,095 | $179,726+24.7% | $156,263+43.4% | $142,382+57.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 17.21% | 77.86%-60.7pp | 59.47%-42.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $632 | $5,069-87.5% | $4,333-85.4% | $4,299-85.3% |
| Participant deferral / active EE | $5,757 | $6,956-17.2% | $6,158-6.5% | $6,507-11.5% |
| Admin fee / account holder | $4,129 | $17,272-76.1% | $14,255-71.0% | $12,624-67.3% |