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 | $147,643 | $144,119+2.4% | $117,854+25.3% | $147,5840% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 15.59% | 531.15%-515.6pp | 335.08%-319.5pp | 578.55%-563.0pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,654 | $5,316+62.8% | $4,482+93.1% | $5,439+59.1% |
| Admin fee / account holder | $42,072 | $10,886+286.5% | $8,020+424.6% | $10,885+286.5% |