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 | $148,601 | $138,065+7.6% | $123,544+20.3% | $135,375+9.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.07% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $409 | $5,151-92.1% | $4,628-91.2% | $4,779-91.4% |
| Participant deferral / active EE | $10,488 | $6,799+54.3% | $6,426+63.2% | $5,609+87.0% |
| Admin fee / account holder | $15,408 | $10,916+41.2% | $9,284+66.0% | $10,827+42.3% |