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 | $119,894 | $79,171+51.4% | $102,423+17.1% | $74,495+60.9% |
| Participation rate | 90.0% | 74.8%+15.2pp | 76.5%+13.5pp | 67.2%+22.8pp |
| Annual return | 15.58% | 54.93%-39.4pp | 29.32%-13.7pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $546 | $2,362-76.9% | $3,023-81.9% | $2,623-79.2% |
| Participant deferral / active EE | $7,098 | $4,415+60.8% | $5,053+40.5% | $4,346+63.3% |
| Admin fee / account holder | $15,338 | $2,001+666.6% | $9,451+62.3% | $1,942+689.9% |