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 | $92,272 | $156,318-41.0% | $145,433-36.6% | - |
| Participation rate | 81.8% | 68.6%+13.2pp | 82.1%-0.3pp | - |
| Annual return | 18.00% | 26.27%-8.3pp | 66.58%-48.6pp | - |
| Employer contribution / active EE | $1,557 | $3,387-54.0% | $4,554-65.8% | - |
| Participant deferral / active EE | $6,825 | $6,196+10.1% | $7,897-13.6% | - |
| Admin fee / account holder | $4,506 | $8,746-48.5% | $13,129-65.7% | - |