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 | $122,134 | $209,411-41.7% | $178,490-31.6% | $158,922-23.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.90% | 188.75%-169.9pp | 151.07%-132.2pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,156 | $5,706-79.7% | $5,011-76.9% | $4,761-75.7% |
| Participant deferral / active EE | $19,253 | $5,954+223.4% | $5,202+270.1% | $5,982+221.8% |
| Admin fee / account holder | $3,993 | $17,074-76.6% | $13,984-71.4% | $11,246-64.5% |