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 | $189,406 | $48,277+292.3% | $67,511+180.6% | $80,874+134.2% |
| Participation rate | 91.7% | 66.4%+25.3pp | 72.9%+18.8pp | 67.6%+24.0pp |
| Annual return | 20.00% | 18.27%+1.7pp | 3517.41%-3497.4pp | 35.62%-15.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,023 | $2,926+105.8% | $4,000+50.6% | $4,297+40.2% |
| Admin fee / account holder | $8,667 | $3,687+135.1% | $3,999+116.8% | $6,935+25.0% |