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 | $168,082-45.1% | $150,045-38.5% | - |
| Participation rate | 81.8% | 71.4%+10.4pp | 82.3%-0.5pp | - |
| Annual return | 18.00% | 24.81%-6.8pp | 62.55%-44.5pp | - |
| Employer contribution / active EE | $1,557 | $3,603-56.8% | $4,693-66.8% | - |
| Participant deferral / active EE | $6,825 | $7,053-3.2% | $7,997-14.7% | - |
| Admin fee / account holder | $4,506 | $7,866-42.7% | $13,435-66.5% | - |