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 | $180,997 | $138,044+31.1% | $125,339+44.4% | $134,475+34.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.31% | 750.33%-764.6pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $938 | $5,243-82.1% | $4,814-80.5% | $4,740-80.2% |
| Participant deferral / active EE | $10,560 | $7,799+35.4% | $7,446+41.8% | $6,400+65.0% |
| Admin fee / account holder | $4,731 | $11,571-59.1% | $10,010-52.7% | $11,426-58.6% |