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 | $85,105 | $150,440-43.4% | $136,294-37.6% | $147,584-42.3% |
| Participation rate | 86.4% | 84.4%+1.9pp | 81.9%+4.4pp | 82.8%+3.5pp |
| Annual return | 15.63% | 1049.08%-1033.4pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $789 | $5,256-85.0% | $4,695-83.2% | $4,876-83.8% |
| Participant deferral / active EE | $4,495 | $6,630-32.2% | $6,247-28.0% | $5,439-17.4% |
| Admin fee / account holder | $13,144 | $10,905+20.5% | $9,243+42.2% | $10,885+20.8% |