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 | $120,779 | $81,208+48.7% | $98,907+22.1% | $79,858+51.2% |
| Participation rate | 91.8% | 72.5%+19.3pp | 76.0%+15.8pp | 69.6%+22.2pp |
| Annual return | 23.03% | 60.99%-38.0pp | 196.43%-173.4pp | 31.71%-8.7pp |
| Employer contribution / active EE | $23 | $1,960-98.8% | $2,689-99.1% | $2,471-99.1% |
| Participant deferral / active EE | $3,189 | $3,265-2.3% | $4,244-24.9% | $3,740-14.7% |
| Admin fee / account holder | $1,656 | $6,013-72.5% | $6,642-75.1% | $5,306-68.8% |