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 | $144,872 | $100,041+44.8% | $149,718-3.2% | $70,131+106.6% |
| Participation rate | 98.0% | 83.6%+14.5pp | 87.1%+11.0pp | 69.5%+28.5pp |
| Annual return | 18.75% | 27.43%-8.7pp | 1501.63%-1482.9pp | 73.14%-54.4pp |
| Employer contribution / active EE | $207 | $3,662-94.3% | $5,445-96.2% | $2,342-91.2% |
| Participant deferral / active EE | $6,260 | $4,983+25.6% | $6,569-4.7% | $3,332+87.9% |
| Admin fee / account holder | $7,776 | $8,286-6.2% | $11,283-31.1% | $4,645+67.4% |