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 | $213,120 | $210,648+1.2% | $177,989+19.7% | $145,922+46.1% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 11.52% | 385.86%-374.3pp | 294.48%-283.0pp | 561.29%-549.8pp |
| Employer contribution / active EE | $208 | $4,565-95.4% | $3,949-94.7% | $4,660-95.5% |
| Participant deferral / active EE | $13,300 | $6,958+91.2% | $6,276+111.9% | $6,688+98.9% |
| Admin fee / account holder | $1,970 | $12,013-83.6% | $10,363-81.0% | $13,397-85.3% |