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 | $221,742 | $175,202+26.6% | $149,673+48.2% | $139,434+59.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.79% | 166.71%-149.9pp | 134.42%-117.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $190 | $5,474-96.5% | $4,818-96.0% | $4,751-96.0% |
| Participant deferral / active EE | $7,379 | $6,519+13.2% | $5,680+29.9% | $6,710+10.0% |
| Admin fee / account holder | $3,379 | $16,150-79.1% | $13,210-74.4% | $11,403-70.4% |