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 | $147,975 | $102,966+43.7% | $90,281+63.9% | $152,861-3.2% |
| Participation rate | 94.4% | 75.9%+18.6pp | 73.3%+21.2pp | 82.4%+12.0pp |
| Annual return | 18.77% | 95.16%-76.4pp | 78.10%-59.3pp | 345.32%-326.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,389 | $4,281-44.2% | $3,885-38.5% | $5,850-59.2% |
| Admin fee / account holder | $697 | $6,171-88.7% | $5,351-87.0% | $11,596-94.0% |