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 3-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 | $125,473 | $183,519-31.6% | $155,509-19.3% | $145,922-14.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.02% | 61.17%-32.2pp | 64.67%-35.7pp | 561.29%-532.3pp |
| Employer contribution / active EE | $840 | $5,313-84.2% | $4,672-82.0% | $4,660-82.0% |
| Participant deferral / active EE | $6,025 | $6,462-6.8% | $5,626+7.1% | $6,688-9.9% |
| Admin fee / account holder | $607 | $19,313-96.9% | $15,912-96.2% | $13,397-95.5% |