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 | $78,523 | $202,318-61.2% | $172,739-54.5% | $152,861-48.6% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 17.77% | 1029.65%-1011.9pp | 802.84%-785.1pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,134 | $5,856-80.6% | $5,143-77.9% | $4,762-76.2% |
| Participant deferral / active EE | $3,670 | $5,948-38.3% | $5,198-29.4% | $5,850-37.3% |
| Admin fee / account holder | $22,941 | $17,109+34.1% | $13,954+64.4% | $11,596+97.8% |