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 | $59,478 | $133,467-55.4% | $75,781-21.5% | - |
| Participation rate | 76.8% | 60.6%+16.2pp | 75.8%+1.0pp | - |
| Annual return | 5.49% | -2.40%+7.9pp | 9.68%-4.2pp | - |
| Employer contribution / active EE | $2,041 | $1,704+19.8% | $3,323-38.6% | - |
| Participant deferral / active EE | $6,602 | $2,196+200.6% | $3,651+80.8% | - |
| Admin fee / account holder | $4,879 | $9,890-50.7% | $5,299-7.9% | - |