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 | $53,400 | $160,055-66.6% | $140,016-61.9% | $135,375-60.6% |
| Participation rate | 79.2% | 88.5%-9.4pp | 87.5%-8.3pp | 82.6%-3.5pp |
| Annual return | 56.67% | 911.38%-854.7pp | 651.12%-594.4pp | 519.73%-463.1pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,651 | $7,642+13.2% | $6,927+24.9% | $5,609+54.2% |
| Admin fee / account holder | $1,129 | $13,328-91.5% | $10,705-89.5% | $10,827-89.6% |