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 | $180,036 | $85,202+111.3% | $172,739+4.2% | $72,985+146.7% |
| Participation rate | 81.0% | 70.1%+10.9pp | 82.6%-1.7pp | 69.5%+11.5pp |
| Annual return | 19.24% | 27.32%-8.1pp | 802.84%-783.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $40 | $3,324-98.8% | $5,143-99.2% | $2,440-98.4% |
| Participant deferral / active EE | $5,785 | $3,260+77.4% | $5,198+11.3% | $3,607+60.4% |
| Admin fee / account holder | $2,927 | $5,884-50.2% | $13,954-79.0% | $5,124-42.9% |