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 | $205,902 | $104,664+96.7% | $85,682+140.3% | $167,490+22.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 9.89% | 21.45%-11.6pp | 21.49%-11.6pp | 478.56%-468.7pp |
| Employer contribution / active EE | $259 | $3,337-92.2% | $2,618-90.1% | $4,837-94.6% |
| Participant deferral / active EE | $4,026 | $4,824-16.5% | $3,923+2.6% | $6,341-36.5% |
| Admin fee / account holder | $17,927 | $10,032+78.7% | $6,873+160.8% | $12,309+45.6% |