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 | $244,743 | $160,055+52.9% | $140,016+74.8% | $135,375+80.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.68% | 911.38%-916.1pp | 651.12%-655.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,224 | $6,420-80.9% | $5,606-78.2% | $4,779-74.4% |
| Participant deferral / active EE | $15,565 | $7,642+103.7% | $6,927+124.7% | $5,609+177.5% |
| Admin fee / account holder | $1,304 | $13,328-90.2% | $10,705-87.8% | $10,827-88.0% |