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 8-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 | $82,160 | $51,821+58.5% | $93,606-12.2% | - |
| Participation rate | 87.9% | 67.7%+20.2pp | 68.7%+19.2pp | - |
| Annual return | 14.00% | 11.30%+2.7pp | 133.20%-119.2pp | - |
| Employer contribution / active EE | $505 | $1,278-60.5% | $2,420-79.1% | - |
| Participant deferral / active EE | $5,476 | $3,260+68.0% | $4,411+24.1% | - |
| Admin fee / account holder | $7,775 | $4,565+70.3% | $8,285-6.2% | - |